Evaluate Your Firm’s Value
The CPA profession is changing. What was valuable before, may not be as valuable in the future. Our Firm Assessment quickly explores your firm from an outside perspective. You do not need us to tell you if you have a good firm or a weak firm. Most clients already know that before they contact us. They conduct a Firm Assessment, because they want to see if their efforts can be refined or if their firm has built the value that is attractive to outside parties.
The Potential Benefits
For some firms, the results confirm issues the practice already knew needed to be addressed. A few common points are succession problems, lower performing financial metrics, a lack of advisory or differentiating services, or a poor mix of services. Other firms receive different benefits. They realize their marketing strategies are not in alignment with their goals. Or, they begin to see their recruiting issues or turnover might be a function of their internal focus. One good example is the 20% staff turnover rate firms are seeing. Lack of consulting and diversity in services makes a firm appear stagnant and not attractive to recruits. It also can lead to staff leaving to find another firm that will provide a more progressive career path.
No cost, conducted remotely.
- What is your firm worth?
- A high-level review of your strengths- & potential weaknesses
Conducted on-site at your firm.
- Expands on Tier One Discussion
- Exposes the potential to re-align marketing and business development activity
A Painless Method to Identify Value Enhancement
Contact our team today at 800.995.9186 or email dlewis@ThinkVisionary.com to begin a conversion about this no-risk approach to growth and value enhancement.