fuel success
Smart Organizational Design
Striking the right balance between operational efficiency and an exceptional client experience calls for smart organizational design.
The moment you hire your first team member, your organizational structure begins to take shape. Levels of responsibility and connectivity between roles begin to emerge. As your team grows, so does organizational complexity and the need for greater coordination and planning.
Data plays an important role when designing your organizational structure. Managing your metrics carefully can help forecast required headcount, understand which roles to add and when, ensure optimal team composition and drive team productivity.
We can help you structure your talent to deliver your client experience while creating a more productive and profitable advice team.
Using data, we start by clarifying the challenges within your current organizational structure and identify the priority changes required. An organizational transition plan is established with step by step advice on the structural changes required to accommodate your growth aspirations over the coming years. We identify clear roles and responsibilities along with an internal career path that supports advancement and business succession.
To build a strong foundation for growth and productivity, talk to us about building your optimal organizational structure.
Business Succession Planning
When it comes to business succession, the longer your runway the greater your options.
When the time arrives, transitioning firm ownership is one of the hardest decisions a business owner ever makes. If an internal succession is your preferred path, you’re going to want a head start.
Forethought and planning will put you in the driver’s seat when it comes to ownership succession. Smart recruitment practices along with a clear ownership track and development planning all take time. Defining the qualification criteria for ownership, setting expectations among your team and investing in the development of successors will provide you with options for when you’re ready to transition ownership.
If you’re thinking about broadening your ownership team, releasing equity and realizing the value you have built (in whole or in part), let’s start planning for your business succession.
