Firm Leadership + Board Governance

Great leaders and sound business strategy go hand in hand.



Effective leaders are essential to create a compelling firm vision and successful business strategy. 

Our work with firms is designed to strengthen leadership teams so they can create and execute sound strategic and operational plans.  Research and experience have taught us that developing the strengths of people and taking time for periodic reflection must be viewed as a best practice. 

Companies that invest in their leaders—both current and future—reap the benefits of a healthy organization.

We provide learning opportunities for developing leaders and provides objective confidential third-party perspective for evaluating current leadership skills with proprietary assessment tools and key performance metrics.

Ways we help firms strengthen leadership and governance include developing:

  • The ideal board structure and practices
  • Role clarity of shareholders, principals, board
  • Responsibilities of a Board/ On Boarding Toolbox
  • Shareholder agreements
  • Leadership skills development workshops
  • Leadership advisory for individuals and teams




  • Leadership Development Nurturing and developing existing as well as emerging leaders ensures that a firm develops and maintains a high-performance culture and clear direction for the future.
  • Board Governance