Skip to content
Advisory Services
M&A Services
Insights
Events
Meet Us
Contact Us
Search
Advisory Services
Benchmarking Diagnostic
Total Business Reset
New Business Audit
Staffing and Roles
M&A Services
Valuation
Prepare For Sale
M&A Sell-Side Search
M&A Buy-Side Search
M&A Advisor
Insights
Books
Articles
Podcasts
Events
Meet Us
Who We Are
Who You Are
Contact
←
Back to Insights
Articles
Filter by Topic
Managing People
Managing Clients
Marketing Yourself
Growing Your Business
Succession and M&A
Developing Processes
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 […]
Read More
: How To Run Your Firm In Uncertain Times
Benchmarking
,
Clients
,
Developing Processes
,
Management
,
Managing Clients
,
Managing People
May 20, 2023
Incongruities Of What We Say...and Do
Okay, let’s have a little fun. But let’s do it at your expense, and not mine. That’ll be even more fun! Picture this. You finally go to the dentist, reluctantly. […]
Read More
: Incongruities Of What We Say…and Do
Clients
,
Expertise
,
Management
,
Managing Clients
,
Managing People
,
Marketing
,
Marketing Yourself
May 14, 2023
Pros + Cons of Having a Partner
I’m collecting stories from my career, and when I can’t get fired anymore, I’m going to write them up (anonymized, of course). One of the funniest was years ago in […]
Read More
: Pros + Cons of Having a Partner
Management
,
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 […]
Read More
: The Two Main Reasons Your Firm May Not Be As Profitable As You’d Like
Benchmarking
,
Clients
,
Developing Processes
,
Finance
,
Managing Clients
,
Marketing
,
Marketing Yourself
April 30, 2023
Five Questions Your Salesperson Should Be Able To Answer
Many factors yield a successful new business strategy. A few of those include: A positioning where you are not easily interchangeable. A sufficiently large addressable market. A clear, defensible point […]
Read More
: Five Questions Your Salesperson Should Be Able To Answer
Expertise
,
Growing Your Business
,
Growth
,
Managing Clients
,
Marketing
,
Marketing Yourself
April 23, 2023
Weave Your Past Experience Into One (Of Many) Options for Success
You should not feel trapped by your career success. I harbor this core belief that’s likely to strike you as pretty odd, but I hope you’ll let me explain: You […]
Read More
: Weave Your Past Experience Into One (Of Many) Options for Success
Expertise
,
Growing Your Business
,
Growth
,
Management
,
Managing Clients
,
Managing People
April 17, 2023
Four Penultimate Signals To Watch For
To be frank, part of the reason I’m writing this article is because I just love that “penultimate” word. It means “second to last”, which means that there’s just one […]
Read More
: Four Penultimate Signals To Watch For
Management
,
Managing People
,
Succession
,
Succession and M&A
April 10, 2023
Different Ideas For Your Website
I probably wouldn’t look at so many websites of potential clients except that I enjoy doing that, right before I get on the phone with them. Sometimes I’ll then reference […]
Read More
: Different Ideas For Your Website
Marketing
,
Marketing Yourself
,
Processes
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 […]
Read More
: When Do You Need To Bring In A CFO?
Benchmarking
,
Developing Processes
,
Finance
March 26, 2023
You Wanna Be A Timeshare? Or Earn Client Loyalty?
I’m going to talk out of both sides of my mouth in a short note today. On the one hand, if/when you ever go to sell your firm, the buyer […]
Read More
: You Wanna Be A Timeshare? Or Earn Client Loyalty?
Clients
,
Managing Clients
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 […]
Read More
: What Buyers Are Looking For
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 […]
Read More
: How to Talk About Scope Creep
Clients
,
Developing Processes
,
Finance
,
Managing Clients
,
Processes
,
The Work
Pages:
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
Load More
Close
Close