Strategic Advisory
Building a firm that outlasts its founders
We work with CEOs and boards on the issues that decide whether a growing firm scales or stalls.
Our framework
Eight building blocks of a durable firm
The order matters. Each step sets up the next.
- CultureKeep the culture that made the firm successful as it adds people and locations.
- AlignmentResolve financial and timing misalignment across generations of partners.
- GovernanceGive a broader group of owners a real voice as the firm grows beyond its founders.
- Brand buildBuild an independent brand, so growth is not capped by the founders’ networks.
- RecruitingRecruit talent effectively and consistently, a prerequisite for growth.
- StrategyPursue organic growth, liftouts, and acquisitions once the foundations are set.
- FinancingFund the balance sheet for growth and for partner succession.
- CompensationSet pay and equity so leaders are rewarded fairly, once the earlier pieces are in place.
Typical engagements: profit improvement, equity and succession plans, compensation design, and board advice.
Client stories
Strategic advice in practice
Building a firm that outlasts its founders?
Talk with us about governance, succession, and growth.