Working closely with firm leaders, we assist in long-term management and strategic planning through a process of assessments, management retreats, leadership meetings, individual consultations, both structured and unstructured interviews, as well as financial modeling. As a part of this process, Management Design helps to: establish a consensus on the future direction of a firm; identify long-term revenue goals and target markets to reach these goals; identify composition and level of staffing required to serve selected markets; and, recommend competitive strategies. Specific services include:

• Ownership transition and expansion
• Long-range and strategic planning
• Organizational structuring
• Management transition
• Merger and acquisition analysis
• Project management program
• Analysis of management strengths and weaknesses
• Conflict resolution