Our signature process consists of three phases.


Our work begins with a comprehensive assessment of your firm and builds from there for the growth you want.

Phase 1 – Full Firm Assessment

Our comprehensive analysis of your firm using past & present data will give you clarity on the current state of things, and how to get where you want to go.

Phase 2 – Strategic Planning

With a foundation for what it would take to achieve your goals for the firm, this phase involves in-person strategic planning facilitation to set you up for success.

Phase 3 – Execution + Partnership

If we're a great mutual fit, we spend the year as your partner as you execute on your strategic plan. We provide ongoing accountability and quarterly workshops to process lessons, assess progress, make adjustments, and much more.

Phase 1 is the place to get started.
Get Phase 1 Details →