Culling Clients: Why the Best Firms Review Their Roster Twice a Year
Every managing partner can name the clients who no longer belong on the roster. Ask privately and the list forms within seconds: the client whose...
Strategic Planning
Growth Outruns Culture: Guardrails for Fast-Scaling Firms
Gartner’s Chief of Research, Brian Kropp, has a name for what happens when a firm grows faster than it can hold onto itself: culture debt, the...
Post Tax Season: What to Do in the Next 60 Days
The deadline has passed, the returns are filed, and if your firm is like most, the first week of May looks a lot like exhaling. That exhale is...
The Best Time to Plan for Next Year Is Right Now
Most mid-market firms wait until Q4 to begin strategic planning, and that timing is precisely why most strategic plans do not produce results. By the...
Strategic Planning That Sticks: How Firms Turn Vision into Daily Discipline
Every year, it plays out the same way.
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Your Strategic Plan Deserves More Than a Slide Deck
Make 2026 a Growth Year By Starting with the Right Conversations in Q4