Brought in-house for your firm.

Not a workshop. A structured diagnostic. Partner interviews, team interviews, a firm visit, and a written report with specific recommendations on pricing, clients, service mix, team, and operating rhythm.

• A clear read on where the firm actually is, across the five levers
• A list of the three or four moves that matter most
• A common language for the partner group going into the next planning cycle

For principals and partner groups who want to step out of the day-to-day and put a real plan in front of the firm. Covers the numbers, the structure, the direction, and the key projects that would shift things most.

• A one-page 12-month plan you actually believe
• Clarity on the three or four moves that matter most
• A 90-day action plan with ownership and timing
• A common language going into the next planning cycle

Built for firms that know they should be selling differently but haven't made the shift. Covers pricing the job, having the fee conversation, handling objections, and turning compliance clients into advisory engagements.

• A pricing model that holds up under pressure
• Language for the fee conversation, fee increases, and scope creep
• A way to pitch advisory without sounding like a consultant
• A shared sales language across the partner group and the team

For firms that want to sell and deliver advisory properly, not just talk about it. Covers the three moves most firms miss: positioning the offer so clients buy it, selling it without discounting it, and delivering it without overloading the team.

• A positioned advisory offer that clients actually want
• A sales process that converts compliance clients into advisory engagements
• A delivery model that doesn't rely on the most senior person in the firm
• Confidence pricing advisory above where you're pricing it now