Our advisory practice has been built out and refined over decades, and now includes 4 separate services that address many aspects of running your firm.
Benchmarking Diagnostic.
A dynamic dashboard that scores you relative to industry benchmarks and competitors. $4,000
Total Business Reset.
Our flagship offering, addressing all aspects of your business. $25,000+
New Business Audit.
A deep dive into your firm’s new business strategy, looking at positioning, service offering design, and lead generation. $18,000
Staffing and Roles.
A scientific look at the way you staff your firm, including personality profiles for employees. $6,000
Compare Services
Benchmarking
Positioning
Service Offerings
Lead Generation
Staffing & Roles
Future Proofing
Valuation
Merger & Acquisition
Total Business Reset
Benchmarking
Positioning
Service Offerings
Lead Generation
Staffing & Roles
Future Proofing
Valuation
Merger & Acquisition
New Business Audit
Benchmarking
Positioning
Service Offerings
Lead Generation
Staffing & Roles
Future Proofing
Valuation
Merger & Acquisition
Benchmarking
Benchmarking
Positioning
Service Offerings
Lead Generation
Staffing & Roles
Future Proofing
Valuation
Merger & Acquisition
Staffing & Roles
Benchmarking
Positioning
Service Offerings
Lead Generation
Staffing & Roles
Future Proofing
Valuation
Merger & Acquisition
Valuation
Benchmarking
Positioning
Service Offerings
Lead Generation
Staffing & Roles
Future Proofing
Valuation
Merger & Acquisition
Prepare For Sale
Benchmarking
Positioning
Service Offerings
Lead Generation
Staffing & Roles
Future Proofing
Valuation
Merger & Acquisition
M&A
Benchmarking
Positioning
Service Offerings
Lead Generation
Staffing & Roles
Future Proofing
Valuation
Merger & Acquisition
David’s guidance is frighteningly transformative. At first, you might cling to old habits and resist it; don’t linger there. The sooner you allow yourself to inhabit his advice, the faster you’ll see the many layers of his genius—and the quicker will be your firm’s acceleration to something special.
Bob Lalasz, CEO, Science + Story