Insights

AI-Enabled BV Burkert Valuation Advisors blends traditional business valuation expertise with AI-driven practice management upgrades, signaling a potential upsell to AI implementation services and AI-assisted BVFLS process optimization for valuation teams seeking efficiency gains.

Niche Target Specializing in tax purpose valuations for manufacturers and distributors creates an opportunity to cross-sell tax valuation workflows, transfer pricing considerations, and compliance services to mid-market clients in manufacturing and distribution sectors.

Location-Independent Experience as a location-independent practice suggests a scalable delivery model and readiness to onboard remote advisory engagements, enabling expansion into new regional markets without physical office constraints.

Small Firm agility With a lean team and boutique focus, there is potential to partner with larger advisory firms seeking valuation niche expertise or to offer white-label BVFLS coaching programs to firms expanding their valuation practices.

Growth Readiness Revenue range indicates growth potential and attractiveness to mid-size clients; sales conversations can target firms aiming to scale BVFLS capabilities, AI-enabled workflows, and practice management improvements.

Burkert Valuation Advisors Tech Stack

Burkert Valuation Advisors uses 8 technology products and services including Fathom, Cloudflare Web Optimizations, Akamai, and more. Explore Burkert Valuation Advisors's tech stack below.

  • Fathom
    Analytics
  • Cloudflare Web Optimizations
    Analytics
  • Akamai
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Font Awesome
    Font Scripts
  • Chart.js
    Javascript Graphics
  • pickadate.js
    Javascript Libraries
  • Underscore.js
    Javascript Libraries

Burkert Valuation Advisors's Email Address Formats

Burkert Valuation Advisors uses at least 1 format(s):
Burkert Valuation Advisors Email FormatsExamplePercentage
First@rodburkert.comJohn@rodburkert.com
100%

Frequently Asked Questions

What is Burkert Valuation Advisors's official website and social media links?

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Burkert Valuation Advisors's official website is rodburkert.com and has social profiles on LinkedIn.

What is Burkert Valuation Advisors's NAICS code?

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Burkert Valuation Advisors's NAICS code is 6114 - Business Schools and Computer and Management Training.

How many employees does Burkert Valuation Advisors have currently?

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As of July 2026, Burkert Valuation Advisors has approximately 3 employees across 2 continents, including North AmericaOceania. Key team members include Practice Development Coach: R. B.. Explore Burkert Valuation Advisors's employee directory with LeadIQ.

What industry does Burkert Valuation Advisors belong to?

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Burkert Valuation Advisors operates in the Professional Training and Coaching industry.

What technology does Burkert Valuation Advisors use?

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Burkert Valuation Advisors's tech stack includes FathomCloudflare Web OptimizationsAkamaiCloudflareFont AwesomeChart.jspickadate.jsUnderscore.js.

What is Burkert Valuation Advisors's email format?

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Burkert Valuation Advisors's email format typically follows the pattern of First@rodburkert.com. Find more Burkert Valuation Advisors email formats with LeadIQ.

When was Burkert Valuation Advisors founded?

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Burkert Valuation Advisors was founded in 2000.
Burkert Valuation Advisors logo

Burkert Valuation Advisors

Professional Training and CoachingArizona, United States2-10 Employees

Burkert Valuation Advisors is a small professional training and coaching practice based in Bisbee, Arizona, focused on practice management for BVFLS firms. The founder has worked in business valuations since the late 1980s and started the firm in 2000 to provide valuations prepared for tax purposes for manufacturers and distributors. From 2010 to 2022 the founder traveled full-time in an RV, developing a location-independent consulting approach before settling in Bisbee and concentrating on coaching other firms to improve their operations; in 2022 the practice began exploring AI applications for the profession, culminating in an AI for BV newsletter and related implementation services.

Its target audience includes professionals in business valuation and related fields seeking to enhance firm management and efficiency. The services aim to help clients transform their practices by combining management guidance with AI-informed processes for more effective workflows. The firm maintains a lean, boutique footprint consistent with its consultative focus and Bisbee base.

Section iconCompany Overview

NAICS Code
6114 - Business Schools and Computer and Management Training
Founded
2000
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Burkert Valuation Advisors's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Burkert Valuation Advisors's revenue is estimated to be in the range of $1M$10M

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