I have been honored to work with hundreds of accounting and law firms during the past 30 years. They have ranged from sole practitioners to firms with more than 300 owners. While I bring a wealth of knowledge to the client, I am also acutely aware of how much I continue to learn from my client engagements.
Recent Client Solutions
Top 100 Firm - Developed a detailed succession planning process and facilitated a strategic planning retreat for the management committee.
Top 100 Firm - Designed a partner compensation plan.
Local East Coast Firm - Assisted the managing partner in developing a new partnership agreement and identified the key issues in each article of the agreement.
Major Midwest Firm - Assisted in the sale of one of its divisions to a publicly traded company.
Local East Coast Firm - Assisted in the acquisition of a $1 million tax practice.
Great Lakes Firm – developed succession plan process for managing partner.
South Central Firm - Developed a strategic alliance structure between the firm and another consulting company, completed an operational efficiency analysis and assisted in the development of Class A and Class B stock.
Midwest Top 100 Firm - Developed and facilitated annual partners’ retreat.
West Coast Firm - Introduced managing partner to private equity funds, facilitated strategic planning session for management team and consulted on the development of more efficient tax processing.
Two-partner Midwest firm - Facilitated partner separation and valuation of the practice.
Large California Firm - Facilitated the development of the firm’s first strategic plan.
Services
Partner Issues
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Retirement/succession planning
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Resolution of partnership issues
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Managing partner coaching
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Review of partnership agreements
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Partner compensation plans
Mergers & Acquisitions
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Candidate search
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Practice valuation
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Practice and cultural assessments
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Negotiation and contract assistance
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Integration assistance
Firm Efficiency and Profitability Reviews
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Strategic planning
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Operational excellence – Benchmarking the practice
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Client profitability analysis
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Billing & collections analysis
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Operations reviews
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Performance management and goal setting
Partner Retreats
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Customized partner retreats and workshops
Marketing
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Marketing Audits
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Client satisfaction surveys
If you would like to learn more and discuss ways I can assist your practice, contact me at
aaquila@AquilaAdvisors.com or 952-930-1295 (office) or my mobile phone 952-270-1617.
