Strategic Planning

  • Strengths and weaknesses
  • Vision, mission, values
  • Profitability
  • Long-term goals
  • Action plan

Mergers & Acquisitions

  • Partner consensus
  • Firm readiness
  • Identifying merger candidates
  • Negotiation process
  • Merger integration

Organic Growth Strategies

  • Industry niches
  • Industry leadership
  • Additional services
  • Setting growth goals
  • Lateral hiring

Operational Efficiency

  • Service delivery
  • Engagement efficiencies
  • Billing practices
  • Partner chargeability
  • Client acceptance
  • Technology investments

Finance & Profitability

  • Key performance indicators
  • Building a strong balance sheet
  • Professional liability insurance
  • Monthly P&L
  • Realization & Contribution margins

Business Development

  • Branding
  • Public relations
  • Civic involvement
  • Client surveys
  • Networking
  • Targeting clients
  • Staffing

Human Resources Issues

  • Hiring and mentoring
  • Compensation
  • Building future leaders
  • Leadership training

Partner Dynamics

  • Equity or contract
  • Partner agreement
  • Performance management
  • Results-driven compensation
  • Deferred compensation
  • Partner/leadership transitions
  • Partner pipeline
  • Focusing on strengths

Firm Culture

  • Trust and respect
  • Opportunity
  • Diversity
  • Work/life balance
  • Team building
  • Constant Improvement

Carl Johnson is available to speak to partner groups, firm updates, and to association trade groups.