Organic Growth Strategies.
Many opportunities exist to drive revenue from within your existing client base. And, opportunities to grow existing industry niches and developing new ones abound.
50
CONSULTING CLIENTS
SINCE 2016
25
NEGOTIATED &
COMPLETED MERGERS
20
YEARS MATCHING CPA
FIRM BUYERS & SELLERS
ORGANIC GROWTH STRATEGIES
FEATURES
Industry Niches & Leadership
Clients are seeking expertise and value and expect industry knowledge from their CPA firm. Focusing on industry and service niches provides many opportunities for gaining knowledge and new business.
Targeting New Clients
Focus on target industries where you have expertise and cultivate new clients through relationship-building with referral sources who also know those markets, referrals from current clients, and involvement in industry associations and trade groups.
Cross Selling
Develop internal relationships with other practice groups, let them know about your expertise, teach team members how to identify opportunities for additional services.
Setting Partner Goals
Every partner can participate in some way in generating new revenue, i.e., anticipating new client service needs, client entertainment, and continual cultivation of referral sources. Lay out a plan and follow it.
Lateral Hiring
Lateral hiring is sometimes key to growing industry niches, plugging experience gaps to service clients, and smart planning for firm growth.
"Advised us on the value of focusing on our team."
- Client
- Client
Recent Advisory Projects:•Meeting monthly and quarterly with partner groups•Acted as sounding board for managing partners•Created a deferred compensation program for partners•Recruited key employees •Conducted firm retreats•Negotiated retiring partner agreements
OTHER ADVISORY SERVICES
