Offering solutions for your firm’s challenges to help you create a sustainable growth practice
Financial planning teams are historically not focused on a repeatable and sustainable growth strategies that focuses on client needs and desires. When there is great alignment between client and the firm there is usually a common driver that creates the right culture that supports successful business results. It is challenging to create top line growth every year and maintain a similar trajectory in terms of the firm’s profits.
We believe that practices today need to leverage their spending, time and expertise to create the best opportunity for growth annually. It is easy to make poor decisions in any of these categories and get lost in the minutia of day to day operations. Our focus is to create effective solutions that drives the success of a firm and makes sure the calendar of activities are aligned to getting the results that are needed to sustain or build success.
strategic business planning services:
Through our consultative process, we work with you and your team to create the optimal business plan for your firm by addressing:
- Custom solutions to build and manage your strategies
- Setting proper goals for your business
- Creating and implementing a strategic business plan
- Mission, Vision, and Operating Principles development
- Strategic Assessments and firm analysis
- Personalized implementation plans
- Accountability and tracking solutions.
- Business Valuations
SMART enough?
- Do you have a document that conveys the value of your practice for the purpose of succession and continuity planning?
- Can you define and explain the variables and the weightings thereof that will impact the growth of your practice equity?
- Do you understand how to calculate and allocate the future impact of the equity value of the team when there is growth through mergers and acquisitions?
- Do you have a contract that determines how the practice value would be allocated should your team dissolve tomorrow?
- Are you protecting yourself and your practice from the liabilities and potential litigation as it relates to issues attributed to employment responsibilities and laws?
- If you have assigned servicing to other licensed team members is your practice protected in the event said team members resign and want to take those client relationships with them?
