Micro, start up or early stage firms
A micro firm is one owner and no more than a handful of team members. Start ups or early stage firms may have multiple owners but have not yet fully hit their stride.
A few ways we help these firms are:
- Acting as a sounding board, debating ideas and general “hand holding” where appropriate
- Guidance on setting up a firm and establishing smart patterns of work and use of technology
- Getting clear on what success looks like
Small Firms
Typically one or two owners and a team of up to 20 people but often less.
A few ways we help these firms are:
- Participation in a TAP small firm group to learn not just from Rob but others in similar firms
- Getting clear on what success looks like
- Support on people and process matters
- Success Ready Review™
- Training for team members
Medium Firms
Multiple owner firms of up to about 10 or even 15 owners. Generally well established with a storied past.
A few ways we help these firms are:
- Chairing or attending partners/directors meetings or advisory board meetings
- Facilitation of planning days
- Participation in a TAP group to learn not just from Rob but others in similar firms
- Training for team members