Make your business
Work for you.

Advisor to professional services firms seeking operational & financial excellence, employee satisfaction & engagement or sale & acquisition support.

When founders and leaders of professional services firms pursue business maturity and achievement, they often find themselves asking these types of questions and desiring these types of outcomes:

Are we measuring the most valuable metrics on the business?

Is our data accurate and is it leading or merely lagging?  

Do we have the right sales, financial, resourcing, project and people tools working together? 

Are there documented and well-communicated process across our all aspects of our business?

Do we have visibility into our current and future workload?

Does our pricing strategy align with our financial goals? 

Questions

  • Improved Profitability

  • Revenue Growth

  • Strategic Pricing

  • Data-Driven Insights

  • Service Delivery Consistency

  • Cost Efficiency

  • Increased Scalability

Outcomes

Is our team consistently aligned with our mission and values? 

Are we providing employees with the tools and support they need to be successful and grow? 

Is our compensation equitable and based on career paths? 

Are we aligned on how to raise and solve issues? 

What is our definition of innovation and how are we empowering our team?

Questions

  • Increased Engagement

  • Higher Productivity

  • Stronger Reputation

  • Greater Collaboration

  • Equitable Compensation

  • Innovation Investment

Outcomes

How does the sale process actually work and how long does it take?

What goes into preparing the business for the scrutiny of due diligence?

Is there something in our financials or legal agreements that could kill a potential sale?

Are we organized enough to request or provide all the data needed during due diligence?

How are we going to handle months of secret due diligence while also successfully running the business?

How will we tackle integration following the sale?

Questions

  • Maximized Valuation

  • Streamlined Transaction

  • Reduced Stress

  • Increased Confidence

  • Risk Mitigation

  • Speedier Integration

  • Synergy Realization

Outcomes

Approach

We provide the tools, systems, experience, and guidance for you to increase your business maturity & appeal and grow employee retention. Our advisory services improve your decision making, create clarity, remove barriers, increase your knowledge and instill confidence.