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Managing People
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Succession and M&A
Developing Processes
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 […]
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: 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 […]
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: 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 […]
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: 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 […]
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: 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 […]
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: 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 […]
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: 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 […]
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: How to Talk About Scope Creep
Clients
,
Developing Processes
,
Finance
,
Managing Clients
,
Processes
,
The Work
February 26, 2023
Calibrate How Much You Care
Caring too much about something can put you at a distinct disadvantage. Car salespeople know this when they detect even the slightest interest or sense any desperation on your part. […]
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: Calibrate How Much You Care
Managing Clients
,
Managing People
February 19, 2023
Whose Advice Should You Listen To?
Picture yourself with a significant, challenging question that you pose to three different people. The advice you get in return is conflicting, but seemingly logical and definitely heartfelt. There’s no […]
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: Whose Advice Should You Listen To?
Expertise
,
Management
,
Managing Clients
,
Managing People
February 12, 2023
Are You a Personality-Led Firm Or An Institution?
Some firms are personality driven and some are institutional. Normally I’d prefer to wait until I have a fully-formed POV on something before writing about it, but the clarity has […]
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: Are You a Personality-Led Firm Or An Institution?
Management
,
Managing People
,
Succession
,
Succession and M&A
February 5, 2023
The Message An Undifferentiated Firm Sends
When I have the opportunity to speak from a stage, it’s more of a one-way affair. When I’m working with a single client, it’s a small sample size. But I […]
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: The Message An Undifferentiated Firm Sends
Expertise
,
Managing Clients
,
Marketing
,
Marketing Yourself
February 1, 2023
How Do You Know When It's Time to Sell?
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 […]
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: How Do You Know When It’s Time to Sell?
Succession
,
Succession and M&A
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