Enterprise Consulting FAQ's
Your firm’s revenue does not matter – all businesses have challenges and issues as they operate and grow. Our team is here to provide a personalized solution for your issues. Most firms using our Enterprise Consulting services have $1m in annual revenue or more, but that is simply because as the business grows, there are more matters to consider and manage.
Whether it is your coach, another consultant, your team at home office, or other organizations that are seeking to provide value to you, you want the most comprehensive and unbiased advice and guidance you can find. And, you should know what you are committing to before you get started. Our team has decades of experience and a broad perspective, having worked with smaller boutique practices, large teams, advisors in growth mode, and advisors on the tail end of their careers.
If you have identified an issue, or a potential issue that you’d like guidance with, one of our experts will be available to talk it through and provide our perspective and recommendations for how we can help. While we haven’t seen everything, there is a good chance you aren’t the first advisor with the issue or opportunity.
You’ll have our entire team’s intellectual capital on your project, but you will have a specific and dedicated project manager. We have a team of experts, each that focuses on a variety of different disciplines and we will work to ensure you have the best person for the job. As the project progresses, we will bring other resources and personnel on as needed.