What we do

Prepare to Buy

Are you looking for firms to buy? Getting your own operational house in order means you can move faster to close and integrate when you find the right firm.

  • Cultural assessment and program

  • Process mapping

  • Organization chart analysis

  • Build your M&A integration team

Note: we do not source acquisition targets or perform buy side or sell side advisory services, but we have partners that can help.

Strategic Planning

Do you have a clear plan for your growth? Is your leadership team on board? We facilitate in-person and remote strategic planning programs to map out the next five years and beyond.

  • Competitor analysis

  • Market strength and direction

  • Economic and demographic trends

  • Regulatory and policy environment

Mission, Vision, Values

Do you know why your company exists? Do your employees know? Purpose-driven companies see less employee turnover and higher productivity. Let us help you discover your purpose today.

  • Internal interviews

  • Strategic facilitation

  • Wordsmithing

Organic Growth

Are you ready to grow? We analyze your business on the Six Ingredients for Growth and evaluate your business’ readiness to grow in the next year.

  • Mission, vision, values and culture

  • Operational processes

  • Organizational chart

  • Roles and responsibilities

  • Communication

M&A Integration

Are you buying a company? Maximizing the value of an acquisition comes down to preparation and planning. We help you do both when you’ve found the right company and it’s go-time.

  • Map out your own processes, culture and people

  • Analyze the state of your acquired firm

  • Develop a transition plan

  • Keep track of the hot-button employee issues

Prepare to Exit

Do you want to exit your company? Service firm value is tied up in people. Preserve your legacy and your firm’s value beyond your tenure by codifying what you’ve built.

  • Cultural assessment and program

  • Process mapping

  • Organization chart analysis

  • Build your sales muscle and transition your relationships

  • Transition and change management plan

Org Design Assessment

Is your org chart helping or hurting you achieve your strategic goals? We evaluate your company’s structure to find out.

  • Interviews of key roles

  • Financial data review

  • Structural recommendations and next steps

Change Management

Are you rolling out changes to your company? Avoid disruption, employee turnover and revenue loss with change management planning. We guide you through the who, what, where and when to smooth a transition.

  • Current & future state analysis

  • Communication strategy

  • Timeline mapping

  • Post-launch leadership coaching