What’s Your Next Ambition?

Work through six critical questions to discover how to grow intentionally. How do you acquire new clients while also increasing profitability? How do you grow sustainably, creating opportunities to connect with the next generation of clients and professionals?

Should you add staff and when? Will productivity decrease as the organization gets bigger? At what point should you consider a merger or acquisition?

Learn how to control capacity and productivity in order to meaningfully and sustainably scale your business.

A group of people working on the same projects is NOT de facto a team. To coalesce into a team, there must be a shared vision and interdependence as well as a deep sense of trust.

Embracing your role as advisor CEO and stepping
back from day-to-day duties to engage in long-term strategic planning and focusing on aligning personnel, technology, and marketing decisions with clear and achievable goals requires a major shift in mindset and perspective. 

When the rubber hits the road, few advisory firms truly have both the appetite and the capacity to take on an acquisition. If your firm does, however, make sure that you and your team are well-prepared to meet the challenge.