Our Services

Mission & Strategy

  • Partnership retreats

  • Governance reviews

  • Leadership assessment and selection

  • Partnership agreements

  • Present state assessments

How do we inspire our partners to embrace a very different future, setting a clear mission and aligning the entire firm?

How do we turn this mission into realistic bite-sized challenges that can be delivered within the existing partnership model and financial resources?

Leadership Development

  • Future Leaders programs

  • Leadership / managing partner coaching

  • Partnership selection 

  • Partner succession planning

  • Senior staff selection, coaching and training

How do we inspire partners to step up and become our future leaders leaders with the right balance of professional gravitas, financial acumen and superb interpersonal / motivational skills.

In a post-covid world how do we inspire multi-generational partners and staff to build a competitive, high performing culture?

Leading a partnership is complex, perhaps at times impossible – how does the firm build for today and equip tomorrow’s leadership with the skills, experience and robustness to achieve the firm’s mission.

Profitability & Operations

  • Funding, budgeting and control

  • Profitability review and key drivers

  • Financial hygiene / cashflow management

  • Technology / artificial intelligence

  • Senior business / support hiring

How do we effectively manage financial and operational change that facilitates the needs of our clients, technology and people, without diminishing our profitability?

What alternatives to our present model would help us thrive over the next five to ten years?

Aligning short-term investment with mindful long-term choices to achieve our chosen objectives, drive efficiency and profitability.