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How to Scale & Optimize Your FP&A Practice with a Vertical Niche Strategy - On-Demand


A successful strategy for growing your FP&A advisory practice is to focus on serving the needs of niche markets. By focusing on a specific industry, you can differentiate your firm as an expert and trusted advisor, attracting clients and driving business growth.

In this webinar, our panel of experts will share best practices and actionable tips on implementing a vertical niche strategy. They will explore the advantages of this approach, such as gaining operational efficiencies, developing deep industry expertise, achieving rapid scalability, and generating a consistent sales pipeline.

You will also discover how to go beyond financial metrics and drivers by leveraging non-financial indicators specific to your vertical niche. Our experts will guide you through the process of effectively utilizing technology to scale your operations and maximize the benefits of your vertical niche.

Learning Objectives:

  • Discover the advantages of creating a vertical niche strategy
  • Examine how non-financial metrics and drivers provide valuable insights and support for a vertical niche
  • Recognize the role of technology in scaling a vertical niche
  • Identify the value of developing a marketing strategy to differentiate your practice, drive awareness, optimize operational efficiency

Note: This on-demand webinar does not offer CPE credit


Jody Grunden, Partner, Summit Virtual CFO by Anders

Ryan Tansom, Partner and CRO, Arkona

Zeb Smith, CPA, Founder and owner, Zebulon LLC