Business Building Workshop

07 Sep 2022
8:30 am – 12:15 pm
Bermuda

Business Building Workshop

Appraisers work hard to build a successful appraisal firm business. This workshop will cover key topics to help you take your business to the next level. This event is include with any Valuation Expo pass. You do not have to be on the Solidifi panel to participate in this event, all appraisers are welcome.

8:30 – 8:45 | Introduction
8:45 – 10:00 | Marketing through Social Media

Blaine has mastered marketing through LinkedIn, Instagram, Facebook and Twitter. These avenues have the power to completely change the way appraisers do business, however, few if any know how to use or leverage these amazing platforms. During this session, appraisers will learn how to scale and diversify their business, start replacing your lender work with non-lender work, and build your brand and authority so that you can easily stick out from your competition. By the time you leave this session you’ll know exactly how to setup and optimize these social media accounts for the best results, learn where to find an endless stream of new non-lender clients including how to connect and build relationships with them, marketing best practices, how to track your results, and most importantly how to delegate a majority of the process!

Speaker:
Blaine Feyen, Real Value Group

10:00 – 10:30 | Technology that Transforms

Ernie spends a great deal of time focusing on efficiency. Ernie will share his depth of knowledge on how best to set up your office. How do you go to a paperless office? What office systems or software should you be utilizing to make your company more efficient? Ernie knows appraisal inside and out. He knows what works and what doesn’t. Take advantage of his expertise and benefit from his years of experience.

Speaker:
Ernie Durbin, Voxtur Valuation

10:30 – 11:30 | Legal and Accounting

Peter is an attorney who has spent his life focused on the valuation industry. He can provide recommendations for the legal structure of your business. What should you consider between LLC versus Corporation? Let’s look at what your engagement agreements include and exclude? Are there accounting concerns you should consider in addition to tax preparation, accounts receivables, payroll, employee benefits (retirement, 401K)? Do you hire employees or independent contractors? Do you need a non compete with your employees? What tax considerations should you consider? We’ll take a look at insurance considerations for both E&O and general liability. Peter is a wealth of information and will share freely with the group.

Speaker:
Peter Christensen, Christensen Law Firm

11:30 – 12:15 | Powering Up – Taking it to the Next Level!

Matt is a principal in a very successful appraisal firm. He can help you understand the complexities of going from a one person shop to a five person appraisal firm. Matt will teach attendees to view their company through the lens of USPAP Advisory Opinion 21 and consider all of the services that exist within AO21’s defined “Valuation Services.” He’ll touch on hiring and diversifying your client base within your Appraisal Practice.

Speaker:
Matt Simmons, Maxwell, Hendry & Simmons