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ABOUT

Hi! I'm Rod.

And I help BVFLS professionals and firms turn the practices they have into the practices they want... with an assist from Al!

In one way, shape, or form I have been performing business valuations since the late 1980s. In July 2000, I started Burkert Valuation Advisors in Philadelphia where I ran a "traditional" valuation practice... specializing in tax purpose valuations for manufacturers and distributors.

From March 2010 to March 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 coaching to help others transform their BVFLS firms.

I have since settled in Bisbee, AZ and focus on practice management coaching. When the first "real" Al model rolled out in late 2022, I saw the potential that Al could have for the BVFLS profession. That began a journey of self-learning and experimentation, culminating in launching my Al for BV™ newsletter and Al implementation services.

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... with an assist from Al.

In the very short time we worked together you gave me some of the best business development advice I ever had. And I loved that you spoke at our in-house conference because I really saw the value of this advice. My practice's BD numbers have increased 7.5x from what they were before we worked together. Thanks Rod!

Kyra Singh

Daniel Roche, ASA, CPA, ABV

Partner | National Leader - Valuation, Forensic and Litigation Services at Marcum LLP

Our mentoring has been immensely helpful over the past nearly 2 years. How my firm operates has much improved since we began working together - I've been able to extract myself from certain processes and free up my time for higher-level work. I absolutely recommend your services to anyone who operates in our field.

Kyra Singh

Scott DeMarco

Business Appraiser, Expert Witness, Growth Consultant

I started with Rod's coaching program when I was still working in my 9 to 5. At the time, I had nothing but a side hustle and a dream of working for myself. Now, I've been on my own for almost five years, I've grown my business to a team of 7 and most importantly, my kids haven't missed a meal. Over the last 5 years Rod has been a coach, a mentor, a psychiatrist and a friend. His guidance has been very helpful, however, his ability to ask the hard questions and to hold me accountable to what I said I was going to do has been invaluable. I wouldn't be where I am today without Rod.

Kyra Singh

Chris Hervochon, CPA, CVA

Virtual CFO for marketing and creative agencies and nonprofit organizations | 4x CPA Practice Advisor 40 Under 40 | AICPA Leadership Academy Grad | Co-Host of the CPA Advisory Show (CAS) podcast

Turn the practice you have into the practice you want ... with an assist from AI.

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