OUR PROCESS

STRATEGY WITHOUT EXECUTION IS NOISE.

EXECUTION WITHOUT STRATEGY IS CHAOS.

Our process brings focus, structure, and forward motion to your firm’s goals. We don’t push templates—we build a clear plan around where you are, where you want to go, and what’s been holding you back.

Discovery

We start with a working session—where we listen. You talk us through your goals, what’s worked, what hasn’t, and where things feel stuck.

HOL Process Step 1_

Assessment

We analyze what we’ve heard and what we’ve seen—from internal challenges to external positioning. We identify gaps, opportunities, and areas that need alignment.

HOL Process Step 2-1

Strategic Direction

Based on your goals and firm dynamics, we define a strategic path forward. This includes key priorities, focus areas, and a clear vision of success.

HOL Process Step 3-1

Execution Plan

We translate strategy into action. You’ll receive a tactical plan—customized for your firm—with timelines, ownership, and next steps.

HOL Process Step 4-1

Ongoing Partnership

We stay involved, whether that means supporting implementation, optimizing along the way, or evolving the strategy as your goals shift.

HOL Process Step 5-1

It Starts With A Conversation.

Whether you have questions or well-defined goals, let's talk.

RESOURCES

Growth Playbook

Accounting & Advisory Firm

Growth-minded firm exploring new opportunities.

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Private Equity Firm

Value-driven firm looking to scale portfolio companies.

Private Equity Firm

Value-driven firm looking to scale portfolio companies.

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Investment Banker

Process-focused firm seeking sharper materials, stronger relationships, and faster closes.

Investment Banker

Process-focused firm seeking sharper materials, stronger relationships, and faster closes.

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