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1 / Performance Reviews

We take your financial data and that of your employees writing revenue and benchmark your firm forensically against industry best practice for:

  • Revenue

  • Costs ratios

  • Leverage

  • Profit per equity partner.

2 / Strategy Development

We design a plan for your future - your strategy. It is tailored to you, is simple and measurable and task driven.

3 / Operational Efficiency

We can help streamline operations, review your approach and pursue a targeted operating model that drives efficiency and delivers a better margin.

Our Services

4 / Mergers & Acquisitions

We are M&A specialists

5 / Succession

We can design a pathway for owners to cede their ownership for value.

6 / Financial Health

We can review your banks support, facilities, guarantees, and balance sheets.

7 / Recruitment

We head hunt for firms- both individuals and practice groups/divisions.

8 / Governance

We help with the internal issues firms face. Groups of professional people with motivations, personalities and demographics can create environments that are best managed by independent external parties.

9 / Special Projects

We can help with matters that arise out of the box like reputational matters, media, private equity, partner mentoring and the unexpected.

 Professional service firm owners work in their business but not on their business. We can see what you don’t. We see what you are missing.

How We Work

  • Execution - We set a clear plan with our clients and execute to it till the outcome is achieved.

 

  • Confidentiality - We work under strictest elected confidentiality.

 

  • Exclusive - We are exclusive - we do not take a consultancy in conflict with an existing relationship.

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  • Collaborate - CPA Partners working on a project share responsibility and returns for its outcomes.

 

  • Fees - We have an entrepreneurial approach to fees. We are flexible. We can speculate fees based on success, act in a one off, work to a bonus, or work under a retainer. Each assignment will dictate this but with our owner mindset we understand the ‘value for money’ approach to relationships.

 

  • Transparency - With full transparency. We need you to be open and honest with us and we can be open and honest with you- on all matters.

 

  • Available - We are available 24/7 on call. We treat your business as our own.

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