With 5.04 billion active social media users, professionals in the business valuation field should consider leveraging social media as a growth tool. Whether you are running a firm or building a personal brand, a strategic approach to social media can yield powerful results.

Social media plays an important role in building your brand equity, which is the value driven by how people perceive your brand.A strong social media presence demonstrates that your brand is recognized and trusted.

“Think like Netflix. Create a binge-worthy content experience.”

Ian Howell, Sage Intacct

1. Establish Your Brand

Whether you are representing a firm or growing as a micro-influencer, your brand is your cornerstone. Statistics show that 77% of consumers buy from brands they follow on social media (see report here).

 For CBVs, it is essential to focus on trust, credibility, and expertise.

2. Leverage Content Pillars

Content pillars — core themes around which all content is centered — are vital to a cohesive marketing strategy.

Consider these for valuation professionals:

  • Educational Content: Breakdown valuation methods or industry updates, offering followers value and establishing you as an expert.
  • Client Success Stories: Highlight client testimonials and project success stories.
  • Thought Leadership: Share insights on current trends, challenges, or policy changes that affect valuation. Thought leaders are 4X more trusted than those who do not  share insights on current trends.
  • Behind-the-Scenes Content: Give your audience a glimpse into your processes, team dynamics, and everyday challenges, fostering a personal, authentic connection.

3.  Content Ideas:

  • Offer quick tips on LinkedIn related to business valuation.
  • Use LinkedIn’s newsletter feature to reach out to your target audience.
  • Use LinkedIn’s Poll feature to ask insightful questions to further engagement.
  • Create carousels on Instagram with valuable tips related to business valuation.
  • Use key dates or holidays for relevant content:

“Why year-end is a good time for business valuation.”

4. Data-Driven Marketing

Track key metrics like engagement rates, impressions, and lead generation. Platforms such as LinkedIn provide valuable insights into who is interacting with your content. Use these analytics to adjust and refine your posts for maximum impact.

5. Diversify Content Formats

Using different formats like short-form videos (explaining, for example, common valuation challenges), infographics (summarizing data-driven insights), and even podcasts can widen your reach and engagement.

6. Engagement & Authenticity

Engage actively with your audience by responding to comments, asking for feedback, or hosting live Q&A sessions. Being approachable humanizes your brand.

7. HASHTAG STRATEGY

For valuation professionals, a strategic mix of hashtags can significantly increase visibility and engagement on social media. Core industry hashtags like #BusinessValuation, #FinancialAnalysis, and #ForensicAccounting help target an audience with a specific interest in valuation and finance topics, building an online community of followers who are actively engaged in the field. Complementing these with educational tags, such as #ValuationTips or #FinancialLiteracy, positions your posts as valuable resources, attracting learners and showcasing expertise.

8. Paid Social Ads

A targeted social ad strategy is another way to expand your audience. Consider running ads that showcase your expertise or lead users to a valuable resource, like a valuation whitepaper or webinar.

CONCLUSION

For valuation professionals, social media marketing offers an unparalleled opportunity to build trust, demonstrate expertise, and expand your reach. By establishing a consistent presence, creating high-value content, and engaging with your audience authentically, you can strengthen your personal or firm brand and drive meaningful growth.

Start small by defining your brand voice, creating educational content, and engaging with your network. As you fine-tune your strategy and incorporate new tools and trends, your social media presence will evolve into a powerful asset for you and your business.

Additional Resources:

For more information, please contact:

Maheen Ahmed
Associate, Marketing & Communications, CBV Institute
maheen.ahmed@cbvinstitute.com

Disclaimer:

Please note that while CBV Institute provides guidance and resources to help Members and Registered Students build a strong online presence, we cannot engage in the creation, editing, or management of individual social media content. Members and Registered Students are responsible for creating and managing their own social media content in accordance with professional standards and the Code of Ethics.

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