I work with only those firms that are serious about change. Not only do I provide one-on-one assistance, I will not abandon you to implement changes on your own. Rather, our engagement is not over until the desired change has been successfully achieved. Because of the intensity of this involvement, I only work with a small number of firms at any given time.

Partner Issues
• Retirement/succession planning
• Managing partner coaching
• Partnership agreements
• Partner compensation plans

Mergers & Acquisitions
• Candidate search
• Practice valuation
• Practice and cultural assessments
• Negotiation and contract assistance
• Due diligence
• Integration assistance

Strategic Planning
• Operational excellence – Benchmarking the practice
• Client profitability analysis
• Billing & collections analysis
• Operations reviews

Partner and Staff Compensation Plans
• Performance management and goal setting
• Pay for performance plans
• Designing new compensation systems