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Essentials for Firm Leaders

Professional services practice owners and leaders must constantly strive to create more value for their clients and their firms. For firm leaders who have initiatives underway, or who are planning new ones, we offer an independent perspective on how to get the most from your business and your practitioners.

We work with leaders of large, medium, and small firms on strategic and operational issues such as:

  • Managing a portfolio of client relationships for profit
  • Establishing effective business processes for key areas including:
  • Lead generation and sales management
  • Proposal management
  • Pricing
  • Client acceptance
  • Service delivery and project management
  • Recruiting and retention
  • Practitioner performance evaluation
  • Compensation planning
  • Financial management
  • Performance measurement
  • Investing in marketing, business development, and service development
  • Improving practitioner productivity
  • Market and business planning
  • Practice organization and structure
  • New service development
  • Technology support
  • Budgeting and business forecasting
  • Professional development strategies
  • Account management programs
  • Leadership development and succession planning

We can help you organize your firm’s initiatives, offer guidance at crucial checkpoints, join the project team, or participate in ways that work for you. Whatever level of participation you choose, we’ll bring extensive experience and a fact-based approach to our work together.