Individual Engagement

The nature of our long-term individual engagement is a high level of collaboration between our two organizations. An evolving firm is complex. We evaluate where you are and listen to where you want to take your firm.

Successful planning is a comprehensive exercise. The detailed strategy we recommend includes clearly defined steps to reach your goals and initiatives. Each critical component we highlight has its own individual milestones and deliverables, and they may require a different commitment of resources. Every business strategy we implement is designed to work in concert and in continuity with your firm’s vision.

We work closely with you and your team to ensure our recommendations make good business sense, meet your current needs and move the business forward. The key to our success is maintaining the balance between discipline and flexibility in our approach and process.

The key areas of practice include:

    1. Strategic Planning
    a. One, three and five-year initiatives and growth objectives
    2. Organizational Design
    a. Capital Management
    b. Organizational Structure
    c. Career Planning
    3. Compensation Planning and Structure (including Incentive Planning)
    a. Compensation Design (base & bonus)
    b. Performance Incentives
    c. Long-term Performing Compensation (synthetic equity or deferred compensation)
    4. Equity Management (including Succession Planning)
    a. New Partner Admission
    b. Founder Partner Retirement
    c. Succession
    d. Mergers & Acquisition consulting
    e. Financial Modeling
    5. Leadership Development

To learn more about how we can help you build your ideal advisory firm,

please contact us