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February 4, 2024

Are THEY Ready To Be A Partner?

This is the second part of a two-part series on being ready for partnership. The first part looked at whether the principal is ready, and this part looks at whether the […]

Succession, Succession and M&A

January 28, 2024

Are YOU Ready to Add a Partner?

There are a few quick checkpoints you can use to determine if you are ready to add a partner to the mix.

Roles, Succession

January 21, 2024

Adding Contractors Into the Mix

While I don’t have specific data to quantity this, I’ve never seen this many firms moving away from traditional staffing models to use a mix of contractors, instead. This is […]

Management, Managing People, Roles

January 14, 2024

Take Retirement in Little Batches

It’s really not a problem—and certainly not a failure—to run a firm for a few short years and then move on. Most of you are supremely talented, and this path […]

Succession and M&A

January 6, 2024

Don't Drag Your Feet on Employee Succession

We all hear things differently. Let me illustrate by using an interchange during an employee interview. You’re in person, face to face, across a conference room table. The person across […]

Succession

January 2, 2024

Stopping Is As Important As Starting

It’s a lot easier to start things than to stop them. Starting feels like growth and adventure, and things feel alive. Stopping can feel like loss and failure, but it […]

Clients, Finance, Growing Your Business, Growth, Managing Clients, Managing People

December 18, 2023

How to show appreciation to employees without any profits

If your coffers aren’t quite as full as you’d like at the end of this year, you’re not alone. It has been a tough year for many in our industry, […]

Managing People

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 […]

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 […]

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 […]

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 […]

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 […]

Succession and M&A

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