Who We Work With

We specialize in working with senior executives and managing partners of large professional services firms including public accounting, law and financial services. Our clients have a history of being a successful practitioner, saw a need for strong leadership in the firm and stepped up to the plate.

They may be a veteran leader who’s grooming a successor; part-way through their managing partner tenure and wanting to improve their firm’s overall performance; or a newly appointed leader needing to get traction as quickly as possible.

What they all have in common is that their organization needs to achieve better business results, and they want to foster a firm-wide market development mentality.

Are some of these statements true for you?

“I need to make some tough decisions for the good of the firm that may be unpopular with partners, managers, associates and staff. How do I create buy-in and alignment with my people?”

“We’ve always relied on our top rainmakers to bring in new business. But these days even our top people are having a hard time growing their client base. What’s the best way to get everyone participating in the effort?”

“We’ve been fortunate to attract some great talent. What can we do to help people integrate more quickly and begin producing?

“The firm may be at risk because of a bad client situation. The partners are busy pointing fingers instead of working together to figure out how to proceed. How can we make difficult decisions together with less strain on relationships?”

“I need people to take initiative and follow through on their commitments. But people seem unable to take a step without getting me involved, and when I push for accountability, people are resentful and defensive! How do I get people to step up without demoralizing and demotivating them?

Clients are likely to be successful working with us if…

Striving for excellence and continuous improvement are built into your corporate culture and mission. You recognize that finding fault, laying blame and settling for excuses are not successful leadership strategies.

You believe everyone has accountability for business development, firm-wide. Responsibility for positive, sustainable change and growth starts at the top and extends to everyone in the firm.

You know that bringing in new business doesn’t have to be this hard. You may not yet be sure what’s making it harder than it needs to be, but you’re open to trying new ways to gain, retain and grow the value of your clients.

You value the expertise and skills of service professionals, just as your own clients value your firms’ expertise and professional services. You view coaching and training as an investment for the future of your firm as opposed to merely being an expense.

Now that you know the kind of clients we work with, the issues we help them resolve and what our clients need to do to ensure their success, click on this link to learn more about How We Work.