CLIENT
SERVICES
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
• Partnership issues
• 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
Firm Efficiency and Profitability Reviews
• Strategic planning
• Operational excellence – Benchmarking the practice
• Client profitability analysis
• Billing & collections analysis
• Operations reviews
• Performance management and goal setting
Partner Retreats
• Customized partner retreats and workshops
Marketing
• Marketing Audits
• On-line client satisfaction surveys