Your practice is humming along nicely and clients are delighted. But your mind keeps going to what might be the next possibilities: further expanding and professionalizing your team, enhanced process systematization, potential growth through acquisition, succession planning, maybe even selling your business. Our tools and insights can help you think about your business like a CEO.
Build a high-performing team
Managing team dynamics and building a highly functioning team can have many obstacles. We can help you formalize a team structure, create career development paths, assess compensation structures and build a strategy for growth with the following tools.
Family Planning Binder
One of the most valuable gifts you can give to your clients and their family in times of serious illness, disability or death are well-ordered records and specific guidance on how they would like their affairs to be handled. This Family Planner will provide crucial information to your client’s family—and to you, their trusted advisor.
Schedule a meetingPractice assessment
Not sure where to focus your time? Take this short quiz to determine which aspect of client engagement you should focus on.
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Growth through acquisition
Thinking about purchasing an advisory book? Make sure you are valuing the opportunity properly and thinking through the client and staff integration strategies.Create a client advisory board
Creating a client advisory board is a powerful way to help better understand your clients and receive invaluable feedback on your practice.
Create a board
Custom Business Analysis report
This report dives into the details of your book of business and draws key insights such as showing the current state of your business and identifying opportunities within your book.
Enterprise valuation analysis
Understand the key drivers of enterprise value and how that applies to your business.
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Benchmark your business value
What is the value of your business compared to other advisory businesses? These tools will help compare your enterprise valuation drivers: profitability, productivity, client base and growth with other advisory businesses.
Custom business analysis report
This report dives into the details of your book of business and draws key insights such as showing the current state of your business and identifying opportunities within your book.
Enterprise valuation analysis
Understand the key drivers of enterprise value and how that applies to your business.
Succession planning
When you are thinking about transitioning your business to someone else, identifying a successor and structuring the ownership transition can be complex and impacts all of your clients. Learn how to identify key attributes for a successful successor and formulate a strategic plan for the transition.
Enterprise valuation analysis
Understand the key drivers of enterprise value and how that applies to your business.
Advisors, ready to take the next step? We're here to help.
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We have a wealth of experience. Find out more about our Practice Management experts.
Meet the teamRequest a meeting
We'd be honored to work with you. Let us know how you want to meet and we'll be happy to connect with you.
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