Consulting
I offer consulting for law firms and other professional services firms (consultants, architects, accounting firms). I am your strategic partner, your sounding board, and your trusted advisor. Whatever your needs, I will provide you with a quick, simple and direct solution. Outlined below are three specific consulting offerings I provide. To learn more about how I can help you, please contact me to discuss your needs and request a proposal.
Operations Consulting
The Complex Problem
Your organization may be experiencing some specific issues that need to be addressed: reducing overhead, improving your operational systems, establishing clear roles and responsibilities, tensions between departments, management skills, etc. But the bottom line is that you want your company to run better.
The SIMPLE SOLUTION
I help you understand what’s working, what’s not working, where the problems are, and what the best possible solution is for each problem. We will start by clarifying the mission of your organization as well as the objective of our work together. That larger goal will remain at the forefront as we address areas where improvements and efficiencies can be found that will contribute to your success. In working with me, your team will experience increased communication, collaboration and focus, and your company will be leveraging its resources in the most efficient way possible to work towards your goals.
Mergers & Acquisitions Consulting
The Complex Problem
Mergers and Acquisitions are strategically crafted to bolster business. Unfortunately, that clear intent and the success of the merger or acquisition can often be derailed by the politics and the grueling logistics that are necessary to bring organizations together.
The SIMPLE SOLUTION
With 20+ years of operational experience in service-based organizations, I have overseen many mergers and acquisitions. I serve as a key central advisor between the two parties, guiding you both through the process. The operational details of the transition will be resolved quickly and seamlessly. I employ systems and methods that have been carefully developed to address staffing, policies, procedures, new client/matter forms, records, marketing, technology, etc. The devil is in the details. But, it is also in the politics. As a coach, I am able to reach all parties and create maximum collaboration and buy-in. Following your merger or acquisition, you will not just be up and running, you will be operating with efficiency, motivation, and collaboration between teams as you move forward in creating the success you set out to create.
Lateral Partnership Integration Consulting
The Complex Problem
Lateral partnership moves are very common in the legal industry. And yet, they are very rarely handled well. Often, the transition can be taxing for the partner, their clients, the new law firm, and the business as a whole. The intention is to create new business and increased success and the logistics of the integration can often negatively impact that intention. In fact, this difficult transition is a common reason that partners often opt not to move firms. No new partner should be impacted by the logistics of a partnership integration, but rather, should be focused on their business continuing to run smoothly with their existing clients in their new firm.
The SIMPLE SOLUTION
I act as a liaison, advocate and personal COO for the incoming partner. I have handled countless lateral partnership acquisitions. I know exactly what both parties need to make the transition as quick and painless as possible, and exactly how to make it happen. I assist with all of the logistics involved in the client transfer (new matters, records, communications, re-running conflicts, etc.). And, I also assist with all operational needs (office setup, phone, email, IT, transfer of contacts, staffing needs, etc.). I will make the transition seamless and painless. As a result, the new partner will be up and running quickly, will be glad they made the transition, and both the new partner and your firm will benefit.
