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March 11, 2024

Should You “Build” or “Buy” for Growth?

We ought to start by noting that growth shouldn’t be a rock bed of your strategy. You aren’t likely aiming for a network effect on top of a solid product-market […]

Growth, Succession and M&A

March 3, 2024

Why Are We Defensive As An Industry?

Imagine needing a good accountant and you’re in the early stages of researching the right one to hire. It’s a big decision and you’re nervous: the tax people are commencing […]

Expertise, Marketing, Marketing Yourself

February 18, 2024

Working With A Maverick

No matter where your firm focuses, there are some qualifications for an ideal client that will never change: There are other things you might add to the list (ethics, how […]

Clients, Marketing

February 11, 2024

Your Scarcity Mindset Creates Chaos

There’s this weird mental condition that all of us slide into from time to time, and then there are some folks who wallow in it regularly. It’s called a “scarcity […]

Expertise, Management, Managing People, Marketing

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

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