Partner Consulting


Sustainable Firm Leadership

Visionary assists with complex and confidential partnership matters. In some firms, the operating agreement and culture can be barriers to transition. Outdated or unclear partnership agreements, or cultures not in alignment with the needs of today’s professionals, can be massive hurdles to overcome. Examples can be an unclear buy-in process or the disputed value of the firm.

Legacy & Succession

Retaining a firm’s legacy requires support for incoming and exiting partner levels. We help incoming partners have the right mindset to know how to sell and which type of clients to pursue. This includes how to approach and respond to difficult conversations such as higher fees. We provide transition plans for exiting partners, which should start several years before they exit.

Strengthen Partner Abilities


Constructively re-enforce with every partner to bill aggressively and talk to clients about other needs.


Evaluate each partner’s
capabilities and mindset. Then customize solutions to make them stronger.


Teach partners to explain results and personalize client communications or they become commodities.

Partner & Firm Support

  • Firm Retreats
  • Managing Partner Roundtables
  • Value Pricing Workshops
  • Adding Advisory to Increase Client Value
  • Incoming & Exiting Partner Guidance
  • Succession Plan and Operating Agreement Assessments
  • Partner Compensation and Disputes

Explore Your Growth or Transition Options

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