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Managing People
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Succession and M&A
Developing Processes
December 10, 2023
Skip the ESOP
The intention behind ESOPs is noble, but the vehicle is flawed. That’s the overview. The ESOP (employee stock ownership plan) movement started with some lofty goals, but underneath it all […]
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: Skip the ESOP
Succession
November 26, 2023
Maximizing Your Pro-Bono Contributions
I love the impact of pro bono work—on you and the recipient—but our practices around the process are really sloppy. Here are some ideas about how to achieve more, while […]
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: Maximizing Your Pro-Bono Contributions
Marketing Yourself
November 19, 2023
Trading Your Unicycle for a Bike
We received this last week, unsolicited, from a client who had just finished up a New Business Audit with us. Not only is his relief palpable, but it occurred to […]
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: Trading Your Unicycle for a Bike
Expertise
,
Growing Your Business
,
Marketing
November 13, 2023
How Geography Impacts Positioning
One of the reasons I absolutely love helping firms with positioning is because of the science behind it. I didn’t realize there was so much science until penning the fifth […]
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: How Geography Impacts Positioning
Growth
,
Marketing
,
Uncategorized
November 5, 2023
Maximizing Your Sellability
If you’re interested in one day selling the firm you’ve created and built, how do you know when you’ve maximized your potential EBITDA multiple and likelihood of success finding a buyer? If […]
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: Maximizing Your Sellability
Succession and M&A
October 30, 2023
Don't Leave Leadership Vacuums
Aristotle once said that “nature abhors a vacuum” and I’m going to borrow that concept here, but apply it to leadership. What I mean is that leadership always happens, and […]
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: Don’t Leave Leadership Vacuums
Management
October 23, 2023
The Pros/Cons of Remote Work
I wrote about this a few years ago, and I probably won’t write about it again for four years or so. I’m convinced that we should be unconvinced about the […]
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: The Pros/Cons of Remote Work
Developing Processes
,
Managing People
October 9, 2023
Punctuation: A Dose of Our Own Medicine
Rebrands are sufficiently terrifying on their own, but they are particularly terrifying when: So I explained earlier that last week was the final email you’d receive from that domain, and […]
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: Punctuation: A Dose of Our Own Medicine
Marketing Yourself
September 30, 2023
Should You Be Dismissing Staff More Quickly?
I was talking to an agency owner about a standing New Years resolution he had. Before the beginning of each new year, he and his business partner had a pact […]
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: Should You Be Dismissing Staff More Quickly?
Managing People
September 26, 2023
One Step At A Time, People
This is good. You made some courageous decisions this year. Some around current clients, some around which accounts you didn’t pursue, some around how many people you can afford to […]
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: One Step At A Time, People
Growing Your Business
,
Managing People
September 17, 2023
How We Understand The Client Advisory Practice
Our business (there’s two of us, Jonathan and I) is built on delivering value to everybody, knowing that a few of you will hire us from time to time when […]
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: How We Understand The Client Advisory Practice
The Work
September 10, 2023
See Yourself Anywhere In These?
This article is a grab bag of the things I’ve noticed in working with 1,000+ firms through the Total Business Reset process. Maybe you’ll see yourself in some of them: […]
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: See Yourself Anywhere In These?
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Succession and M&A
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