Our Consulting Process

How We Work With You

Phase 1: Discovery and Assessment

We start by understanding your situation deeply. For acquisition consulting, we review financials and visit the practice. For growth consulting, we assess your operations and financials. For any engagement, we want to understand your goals, constraints, and what success looks like for you.

This phase typically takes 1-2 weeks and may involve:

• Initial discovery call
• Financial review
• Site visits or operational assessment
• Stakeholder interviews
• Market and competitive analysis (if relevant)

Phase 2: Analysis and Recommendation

We analyze what we've learned and develop recommendations. We identify the most important issues, assess opportunities, and develop a strategic plan for your engagement.

We create a proposal that includes:

• Summary of findings from our assessment
• Key opportunities identified
• Recommended scope of work
• Specific outcomes we expect to achieve
• Timeline and fees

Phase 3: Engagement and Implementation

Once you approve our proposal, we begin active consulting. This might involve:

• For acquisitions: Due diligence, deal structure analysis, integration planning
• For growth: Process improvement, team development, performance optimization
• For management: Financial systems, operational improvements, strategy planning

We provide regular meetings, clear guidance, implementation support, and ongoing coaching. We track progress and adjust strategy as needed.

Phase 4: Results and Ongoing Support

Once the initial engagement is complete, you have achieved results. We track what changed and measure outcomes against goals.

Many clients continue working with us for ongoing support, coaching, and strategy refinement. We're available for continued partnership as your practice evolves.

Communication and Support

Throughout our engagement, you get:

• Regular Meetings: Scheduled calls to discuss progress, address issues, and plan next steps
• Clear Guidance: Written recommendations and action plans you can follow
• Implementation Support: Help actually implementing recommendations, not just strategic documents
• Responsiveness: Quick turnaround on questions, issues, and requests
• Honest Feedback: Straight talk about what's working and what isn't

Engagement Models

Project-Based Engagements

For specific projects (acquisitions, due diligence, insurance analysis), we scope the work, define deliverables, and agree on fees upfront. You know what you're getting and what it costs.

Typical duration: 4-12 weeks

Monthly Retainer Engagements

For ongoing coaching (practice management, growth consulting), we establish a monthly fee for regular meetings and support. You get dedicated access to our expertise.

Typical duration: 12+ months, ongoing as needed

Hourly Consulting

For flexible arrangements where scope varies, we charge hourly. You pay only for time spent.

What Makes Our Approach Different

• Experience-Grounded: 30+ years of real-world consulting, not theory
• Operational Focus: We evaluate operational reality, not just financials
• Implementation-Focused: We help you actually achieve results, not just develop strategy
• Long-Term Perspective: We're invested in your success, not just closing an engagement
• Direct Access: You work with experienced consultants, not junior staff
• Honest Feedback: We tell you what we find, not what you want to hear

Success Metrics

We establish clear metrics at the start of each engagement. Success might mean:

• Successfully completed acquisition at fair price without surprises
• Production increase of 15-25%
• Improved team retention and engagement
• Better work-life balance
• Improved financial performance and profitability
• Clearer business strategy and decision-making

We measure progress monthly and adjust strategy if needed to stay on track.