Essentials for Firm Leaders
Essentials for Firm Leaders helps established practice owners and leaders create more value for their clients and their firms.
We work with leaders of large, medium, and small firms on strategic and operational issues such as:
- Managing a portfolio of client relationships for profit
- Establishing effective business processes for key areas including:
- Lead generation and sales management
- Proposal management
- Pricing
- Client acceptance
- Service delivery and project management
- Recruiting and retention
- Practitioner performance evaluation
- Compensation planning
- Financial management
- Performance measurement
- Managing investments in marketing, business development, and service development
- Improving practitioner productivity
- Market and business planning
- Practice organization and structure
- New service development
- Technology support
- Budgeting and business forecasting
- Professional development strategies
- Account management programs
- Leadership development and succession planning
We begin with a discussion of your specific situation, the value you expect from an engagement, and a timeframe for achieving your goals. Based on our initial discussions, we establish an approach to completing the work and a fixed fee.
If your firm has a team assigned to work on the program, we can facilitate the work of the team with expert advice on alternatives and strategies for achieving program aims.
Be sure to review our presentation, The Professional Services Firm of the Future.
Contact us to discuss Essentials for Firm Leaders.