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Managing People
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Succession and M&A
Developing Processes
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 […]
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: Should You “Build” or “Buy” for Growth?
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 […]
Read More
: Why Are We Defensive As An Industry?
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 […]
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: Working With A Maverick
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 […]
Read More
: Your Scarcity Mindset Creates Chaos
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 […]
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: Are THEY Ready To Be A Partner?
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.
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: Are YOU Ready to Add a Partner?
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 […]
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: Adding Contractors Into the Mix
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 […]
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: Take Retirement in Little Batches
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 […]
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: Don’t Drag Your Feet on Employee Succession
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 […]
Read More
: Stopping Is As Important As Starting
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, […]
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: How to show appreciation to employees without any profits
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 […]
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: Skip the ESOP
Succession
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