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March 16, 2025

Responding to an Interested Buyer

I recently wrote an article about “whether you should entertain that offer,” and the short answer is “yes.” It’s a really good idea for you to lead the early conversations, […]

Succession and M&A

March 9, 2025

Q/A: Staffing, Culture, Careers, Finance, AI

This is Part 2. Click here for Part 1. About two dozen great questions surfaced in response to a LinkedIn post stating that I was going to do a Q/A […]

Benchmarking, Expertise, Finance, Growth, Management, Marketing, Roles, Succession and M&A

March 2, 2025

Q/A: Positioning + Marketing

This is Part 1. Click here for Part 2. About two dozen great questions surfaced in response to a LinkedIn post stating that I was going to do a Q/A […]

Expertise, Growth, Marketing

February 23, 2025

Marketing Needs More Sonder

Okay, I’m going to admit right up front that using a word that’s only been around since 2012 to plead for a return to better marketing is a bit odd, […]

Marketing, The Work

February 15, 2025

It’s All Interconnected, But Start Somewhere

Remember finishing up a camping trip, looking forward to a nice warm shower and a good night’s sleep on your bed that night? Getting the sand from your shoes? The […]

Clients, Developing Processes, Expertise, Finance, Growing Your Business, Growth, Management, Managing Clients, Managing People, Marketing, Roles, Succession and M&A, The Work

February 9, 2025

Should You Entertain That Offer?

Here are the two extremes we’re trying to navigate in this hypothetical. On the one hand, you don’t want to ignore opportunities to be acquired so you don’t pursue any […]

Succession and M&A

February 2, 2025

Facing An Existential Crisis?

This’ll be a rough post to read, so if your firm is doing great, or hanging in there and not losing ground, you can just skip it…or maybe forward it […]

Finance, Management, Succession and M&A

January 26, 2025

That Beautiful New Biz Dance

Here’s the TL;DR summary: the new business challenge should require a lot of internal cooperation and support, but responsibility needs to be very specific. Now let’s talk about that. It […]

Marketing

January 19, 2025

Ten Reasons Firms Are Bought

The reasons a buyer might want your firm, and the reasons you might want to sell it, don’t always overlap all that much, and there are times when you should […]

Succession

January 5, 2025

Revisiting Account Management This Year

Do I look forward to an extended drive with this person? We’ll get to that question in a minute. I so believe in the account management role that we do […]

Managing Clients

December 22, 2024

Being “A Best Place to Work”

I am, sadly, an underground skeptic of the “Best Place to Work” stuff, for two reasons: Yet, even though the awards may not correlate too well with the actual places […]

Managing People

December 15, 2024

Defining Success for Yourself

First, if you are running a firm that makes money, does good work, with people you (usually) enjoy being around, the odds are stellar that you are a remarkable human […]

Developing Processes, Growing Your Business, Management, Managing Clients, Managing People, Processes, Roles

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