Consulting

Highly successful firms are skilled at balancing values within the critical areas of their practices; people, internal systems, clients, strategic decisions and actions. Prosperous owners do not waste precious time putting out fires, but use their time to create value in their practices.

Throughout his 30 year career, Steve has studied scores of firms and successfully led a large firm through a growth lifecycle. He is intimately familiar with the barriers that keep firms from moving forward, and he knows how to guide successful firms to create significantly greater value both in terms of current income and the ability to extract value at a later date.

Steve’s conversations with managing partners, his studies, research, and experience with clients, led him to design a Profit Improvement Model™. Using the model as a reference point, Steve demonstrates how firms can improve their performance and results by focusing on their most pressing issues.

Profit Improvement Model™ is backed by tools, consulting and training services that are designed to assist firms in enhancing their value both immediately and in the long-term.

Steve’s consulting approach includes:

• Initial surveys, assessments and interviews to ensure he fully understands your current situation before designing an agenda to accomplish your objectives
• A structured retreat process to identify issues, resolve problems, and create an action plan
• Guidance to implement the action plan to gain immediate results on identified critical issues 
• Consulting projects are then designed to achieve improved profitability and enhanced governance, operations and succession.

To improve your firms’ performance and long-term value, contact Steve today.

Downloads

Steve's Bio (pdf)

Steve's Assessment One Sheet (pdf)