I have been honored to work with hundreds of accounting and law firms during the past 27 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.

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.

Major Southwest Firm – Facilitated strategic planning retreat and development of pay for performance program.

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.

Small South West Firm – Developed succession plan and future management structure.