Advisory Services

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