What We Do....

Law and CPA Firms

Our goal is to improve the firm’s organizational culture so that the partners aren’t just focused on billable hours and year end bonuses. In many practices, the team of partners have developed conflicts between the “rain makers” and the partners who provide excellent client support work. Our approach is to develop future leaders and managers using team building processes and action planning activities. Using this approach, we help firms execute strategic plans more effectively and with a results orientation

We believe the best ideas and lasting change are developed by the people who work in the system. Therefore, we provide annual partner retreats to brainstorm ideas, and develop action plans and strategies to make positive change.

Here's how we work:    We assess the organization on either 119 or 270 issues, using our assessment approach.  With that assessment comes a series of recommendations for the practice to decide on.  Every practice is different, therefore we customize our approach toward each firm's needs.  If the partnership has conflicts or issues, we will address them separately from the firm's issues using governance initiatives.  We provide advisory services to professional firms on succession, growth strategy, mentoring the next generation, dealing with crisis or sudden death issues.  Our ability to serve multiple industries allows us to provide "out of the box" ideas to foster effective change and faster response to issues.

 

Organizations we help :
Auto Dealers | Banking| Law & CPA Firms | ESOP's | ISO 9000 | Family Offices |Technology

Strategy | Culture | Goverance | Succession | Retreats | Balanced Score Cards

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