Morgan & DiSalvo,
P.C. (M&D) employs a consultative approach that begins by helping
clients identify their goals. They help them plan for the changes
that life brings in the areas of estate, business and tax planning.
Just as they assist their clients in maximizing wealth and
minimizing risk, they sought the expertise of Realize Results, Inc.
(RRI) to assist with their own long-term strategic planning for
long-term success.
Realize Results (RRI)
Services: Strategy Development and Business Planning
"We were
transitioning as a firm, moving offices and growing. RRI brought
its extensive experience to bear. They helped us view our law
practice as a business…they had our future in mind.”
Business Challenge
M&D was not
seeing the growth in revenue necessary to maintain and grow
their firm. The estate planning and tax law environment was –
and is – in a constant state of flux. In addition, the firm was
moving locations, hiring new staff and adding a partner.
Throughout all of this change, they had done little to develop a
brand, market their firm or differentiate themselves in a
strategic manner aside from traditional networking activities.
"RRI saw the
‘big picture’ and understood our concerns. They helped us
prioritize the dozens of steps necessary to achieve our
goals…the most important one being continued excellent levels of
service to all of our clients.”
Solution
RRI completed a
comprehensive strategic assessment of the practice - a thorough
approach that included long-range planning, marketing (branding,
target markets, messaging communications and business
development initiatives), finance (pricing, compensation),
business infrastructure (internal processes, workflow) and
results management. RRI worked with its team of professionals
and the firm’s partners over the course of 12 months to build
the strategy and business infrastructure critical to long-term
success.
"The RRI
team had the expertise and “fit” to work comfortably with all of
us. They guided us through strategic thought process and
practical implementation of initiatives throughout the firm. RRI
helped us determine what was important, how to measure it and
how to ensure that it continues well into the future.”
Seeing Results
The partners
had a clear objective, were willing to make an investment and
had the patience to spend the time necessary to ensure real
change. Revenue increased 50% in one year. Their foundation is
set to keep growing at this rate or more.
“We now have
a solid strategic base and business infrastructure…we expect to
continue to grow at this pace.”
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