Business Strategy and Brand

For clients looking at the long-view, I direct and sharpen that focus through visioning and strategic planning sessions and leadership retreats on firm size/type, brand, culture, firm structure, business development strategies centered around market sectors and client types with defined actions as outcomes.  

By looking at my client’s brand holistically we make sure the brand message is getting to the intended audience and is instrumental to the business development approach that is right for you.

Thru the crucial lens of financial performance, I guide clients during the transition process related to growth, firm restructuring, succession planning / ownership transition and strategic expansion. 

To complement a well-rounded approach and strategy, I make introductions to key players.

The “Principals’ MasterClass” [see events page] shows how A+D leaders can get on and stay on a trajectory to success.  It starts with a winning mindset: Knowing your self is key to effective leadership - an A+D firm is often a reflection of its founders and leaders.

The "Big 4" approach involves deep-diving into the interrelated questions of WHY / HOW / WHAT / WHO.

WHY Through a personality test, your leader profile emerges—what motivates and drives you; and most tellingly, what sets you back.

HOW Your leader profile taken in tandem with the leadership team’s personal values results in your vision for your firm—its mission and its culture—and informs the business plan for forging ahead.

WHAT The business plan includes strategic planning goals like overall growth, market sector expansion, leadership transition, improving financial performance and establishing efficient operational processes.

WHO Firm leaders need staff and consultants to develop, implement and assess their business plan.  Putting together the team that gets the work done, and keeping that team motivated, through empowerment, advancement and recognition particularly for staff, are key to success.