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Advising and Consulting to the Small Business

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Course Description

This course introduces you to the basic concepts of providing small business advice and consulting. It includes the distinction between giving small business advice, consultations, and engagements. Also included are methods for identifying the small business consulting services that a practitioner would provide to clients, effective principles and techniques for developing and conducting small business consulting engagements, and the pros and cons of working with closely held and/or family businesses in a small business consulting engagement. The final lesson includes a case study with tools and techniques for successfully conducting a small business consulting engagement.

Learning Objectives

Upon successful completion of Advising and Consulting to the Small Business, the user should be able to:identify the services a firm could provide to a client in small business consulting services, and the differences between advice, consultations, and engagements;determine which services a firm could provide in small business consulting engagements with current resources or easily obtained new resources, and how to use ratios and graphics to enhance a small business consulting engagement;recognize the procedures and techniques to make a small business consulting engagement successful for a firm, including development checklists, work programs, budget estimates, time reports, and engagement control forms; andidentify the nature of a family business and how it impacts a small business consulting engagement.

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Learning Format 8.0 Hours
Self-Study / On-Demand

Credit Type(s)
Business Mgmt & Org Management Advisory