A Smart Organizational Structure that Fosters Growth and Team Culture

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As your firm grows, so does organizational complexity. We are known for our expertise in building high performing advice teams and designing effective executive and management teams.

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The foundation of any exceptional human capital plan is a well-built organizational structure. Productivity, efficiency, client experience, team culture, growth, and margins are all influenced by how you organize accountabilities and roles.

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Our work begins with a review of the current organizational structure. Data plays an important role. Managing your metrics carefully can help forecast required headcount, which roles to add and when, optimal team composition and productivity.

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Working in close collaboration, we deliver detailed recommendations to guide your organizational structure decisions and help you prepare for implementation.

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Career Paths That Advance and Retain Top Talent

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Great businesses know how to retain great people. We help firms create clear, compelling career paths across all roles—advisory, management, technical, support, and administrative.

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Providing a career path with clear opportunities for advancement is a necessary ingredient for retention. Your best people want to see a future within your firm, and they seek clarity on what it will take to progress. 

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Our organizational design approach integrates career path development, ensuring your talent strategy supports long-term firm success.

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Succession Planning for Owners Preparing for a Transition

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When the time arrives, transitioning firm ownership can be one of the hardest decisions a business owner ever makes. We collaborate closely with business owners, guiding them through a range of succession considerations. 

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For larger firms, business succession can be complicated. Committing to a succession timeframe, determining the transaction type, your future roles and a host of other owner preferences is no simple feat. 

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Forethought and planning will put you in the driver’s seat. If you’re thinking about transitioning ownership, releasing equity and realizing the value you have built, let’s start planning for your business succession.