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Developing Processes

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 […]

Developing Processes, Managing People

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: […]

Benchmarking, Clients, Developing Processes, Finance, Growing Your Business, Growth, Management, Managing Clients, Managing People, Marketing, Marketing Yourself, Processes, Roles, Succession, Succession and M&A

August 17, 2023

Leading During Difficult Times

Some firms are doing really well. Some firms are about ready to close up shop. But the vast majority are just in the ugly middle: not terrible, not great, and […]

Developing Processes, Finance, Management, Managing People, Marketing, Marketing Yourself

August 12, 2023

How Much Time + Money To Spend On Your Own Marketing

I’m going to try to answer that question, but I just need to tell you up front that it’s a complicated issue, for these reasons: Having noted those three reasons, […]

Benchmarking, Developing Processes, Marketing, Marketing Yourself

June 4, 2023

How To Run Your Firm In Uncertain Times

I’ll talk with 3-4 prospective clients and 15-20 clients every week, and I like to ask them how things are going. I also try to stay in touch with larger […]

Benchmarking, Clients, Developing Processes, Management, Managing Clients, Managing People

May 8, 2023

The Two Main Reasons Your Firm May Not Be As Profitable As You’d Like

I don’t think I need to spend much ink supporting the idea of making a profit. A hobby costs you money, a job delivers a fixed amount of money for […]

Benchmarking, Clients, Developing Processes, Finance, Managing Clients, Marketing, Marketing Yourself

April 2, 2023

When Do You Need To Bring In A CFO?

A better opening question might be “Do you need a CFO?” We frequently get different forms of this question, and the answer is nuanced. A Chief Financial Officer (CFO) is […]

Benchmarking, Developing Processes, Finance

March 18, 2023

What Buyers Are Looking For

M/A activity seems to be picking up a bit, and so this is a good time to review what most buyers are looking for. I say “most” because there’s always […]

Clients, Developing Processes, Finance, Managing Clients, Marketing, Marketing Yourself, Succession, Succession and M&A

March 5, 2023

How to Talk About Scope Creep

Managing scope creep is as much fun as arguing with your conspiracy-prone cousin at the Thanksgiving table, but not managing it well is the surest way to lose money, and […]

Clients, Developing Processes, Finance, Managing Clients, Processes, The Work

January 1, 2023

What I Think 2023 Will Bring For You

First off, I should start this by saying I have no idea what’s going to happen, but you might take what I think and combine it with your own instincts […]

Benchmarking, Clients, Developing Processes, Management, Managing Clients, Managing People

November 6, 2022

What Your Team Wants You to Know

We started doing something interesting in our Total Business Reset offering, recently, and the results have been enlightening. We have two carefully crafted surveys—one for principals and one for each […]

Developing Processes, Managing Clients, Managing People, Marketing Yourself

October 2, 2022

How To Attack A Valuation That You Think Is Too Low

We have done hundreds of valuations, and the reasons for getting one are all over the place: Sometimes—though not usually—the process can turn adversarial, in which case we’ll move into […]

Developing Processes, Finance, Succession, Succession and M&A

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