Compensation and equity design
Compensation, organizational structure and firm equity are key structural challenges for many successful and growing firms. The independent advisory space is a dynamic world, and compensation plans that worked for the firm in the past may not work now to take you to the next level of growth. Many firms get themselves into what we call trouble mode, a misalignment of interests of owners and key contributors.

Strategic planning
We provide you with experienced insight and collective wisdom to create a customized plan that will transform your firm into a sustainable business or recast your strategic direction.

Our detailed strategic plan is based on your firm’s growth goals and serves as the blueprint for building its future. The comprehensive plan delineates a clear and detailed path for growth as well as forecasts the firm’s potential upon implementation.

Succession planning
Our knowledge of the challenges of transitioning a business to internal stakeholders offers us the perspective and skills to make an optimal succession plan. Most significantly, we can efficiently work through the emotions of selling your life’s work to help ensure that your needs as well as those of your employees are thoughtfully considered.