Professional Services
A firm built on its people needs a plan for what happens as it grows or ownership changes. We work on the commercial and operating structure behind that transition.
The context
Reduce the dependence on individual partners.
In a law firm, accounting practice, agency, or advisory business, client relationships and delivery knowledge often sit with a small group of people.
Growth and succession raise a practical question: what needs to become a firm-wide process?
Typical starting points
When the firm has to outgrow its founders.
Planning for growth
Review how work is scoped and priced across service lines.
Succession or an ownership change
Clarify leadership responsibilities and prepare a transition plan.
A combination or sale
Prepare business information for a potential combination, acquisition, or sale.
Work we can take on
Keep the service credible while changing the business.
Professional obligations and transaction documents remain with the firm and its appointed advisers.
- 01
A service-line review
Economics, pricing, and the way work is scoped.
- 02
Leadership responsibilities
Clear roles and a succession or ownership-transition plan.
- 03
Documented handovers
Client handovers, delivery processes, and management reporting.
- 04
Transaction information
Business information prepared for a potential combination, acquisition, or sale.
- 05
A sequenced plan
Decisions ordered around existing client commitments.
- 06
Implementation ownership
Responsibilities assigned alongside partners’ current work.
The plan has to account for the people delivering client work.
We help partners sequence decisions and assign implementation responsibilities alongside their existing commitments.
How we start
From a priority to a defined scope.
See how we work for how we turn a business priority into a defined scope and fee arrangement.
Relevant services
Corporate Strategy
Evaluate growth and ownership options, including the work required before a transition.
02Operational Consulting
Build repeatable delivery processes and clarify management responsibilities.
03Technology-Enabled Execution
Choose and implement tools for internal workflows and management information.