WHAT I DO: I help financial services, law firms, and accounting and bookkeeping firms stand out from the competition, grow their firm, and plan for a successful exit from their business. To get there, we advise on business improvements - a successful practice/firm, a culture of accountability, and an aligned team with a fulfilling personal life.
HOW I DO THIS: By working with firm partners, we provide world-class business advisory services to the firm and to ideal clients by white labeling, co-branding, or sponsorship.
WHY IT WORKS: Firms improve the productivity of teams. Clients become stronger by implementing our recommendations thus making them more loyal to the firm and in need of higher-value services. Keep your top A clients and improve your B’s and C’s.
WHAT OTHERS SAY: "I can’t say enough about the clarity she has brought. We’ve been in business since 2011 but I’ve learned more in the last year than all the prior years combined. Laura is a great advisor, and a successful business owner herself. She has talked me out of panic and into a solution many times."
WHO I WORK WITH: I work with financial services, law firms, and accounting and bookkeeping firms who want to improve organizational performance by removing friction in their people systems and improving compliance with business processes. We provide valuable, scalable business advisory services to their clients while maintaining their role as a trusted advisor.
EXPERTISE:
- 30+ years of business experience,
- Value Builder Advisor,
- Expertise in cash flow, finance, business routines/systems, operational excellence, hiring and performance management, transition management, and strategy (CPA, MBA, Change Management)
- Governance (NFP) & grant writing
- Exit planning
- Acquisition Advisory
