Our structured approach to transition planning ensures a smooth, strategic shift for your firm, minimizing risk and maximizing value. We start with an assessment that includes benchmarking, objectives and timelines.
Assessment and Goal Setting
Our structured approach to transition planning ensures a smooth, strategic shift for your firm, minimizing risk and maximizing value. We start with an assessment that includes benchmarking, objectives and timelines.
Revenue Per Partner
Revenue Per FTE
Average Charge Rate
Average Client Revenue
Number of Clients Groups
Team Member Tenure
Partner Billable Hours
Labor as a % of Revenue
Earnings before Partner Compensation
Taking Your Firm to Market
Once your firm is strategically positioned, we guide you through the go-to-market process, ensuring alignment with the right opportunities.
Package your firm for market and evaluate interest
Set up meetings
Detailed process to evaluate options including economics, culture, and timing
Define purchase price, payment structure (e.g., upfront, earnouts, or revenue-sharing), and transition expectations
Structured process to negotiate, determine valuation and move towards a signed LOI
Coaching related to due diligence requests, team, and client communication
Let's get to work
Talk to us about your specific needs and how you can start the process of transitioning your firm.
