I help BVFLS professionals turn the practices they HAVE into the practices they WANT
by sharpening how they market, sell, and deliver their services … sometimes with an assist from AI.
AI for BV™ >
Better Workflows
I want to use AI better in
my practice.
Practice Management >
Better Systems
I want help building/growing
my practice.
Report Review >
Better Deliverables
I want stronger, cleaner, defensible reports.
Hi! I'm Rod.
I help BVFLS professionals and firms turn the practices they have into the practices they want ... with an assist from AI!
In one form or another, I’ve been performing business valuations since the late 1980s. I started Burkert Valuation Advisors in Philadelphia in July 2000, where I ran a "traditional" valuation practice... specializing in tax-purpose valuations for manufacturers and distributors.
From 2010 to 2022 (12 years!), I traveled full-time in an RV throughout the US and Canada with my wife and dogs. When I saw the possibilities of a location-independent practice, I began working with others to help them transform their BVFLS firms.
We have since settled in Bisbee, AZ, and I focus on practice management consulting. I collaborate primarily with 1-5 person firms that want better workflows, better systems, and better deliverables … but struggle to find the time to focus on those outcomes.
If I could wave a magic wand and solve THE most vexing problem you have in your firm right now, what would that be? Maybe we can solve it together.