925-299-4450
Operational and Financial Leadership for Services-Driven Firms
Our Professional Services Practice Group delivers both COO and CFO-level leadership to firms where people, process, and precision drive performance. With over three decades of experience, we help law firms, consultancies, engineering practices, and other services-based organizations improve operational rigor, financial visibility, and long-term value.
We understand the intricacies of partner compensation, client profitability, time tracking, staffing models, and cross-functional alignment. Our seasoned team of former COOs, CFOs, and controllers provides practical, executive-level support tailored to the unique demands of firms that bill for expertise. Whether navigating growth, leadership transitions, or margin pressure, we offer steady hands, strategic insight, and execution that works.
We integrate quickly and operate as a trusted extension of your leadership team, helping you scale with confidence and run with discipline.
Our team brings decades of operational and financial leadership in partner-driven environments, including law firms, management consultancies, and other expert-based organizations. We understand the inner workings of billable-hour models, partner and principal compensation structures, client-level profitability, and cross-functional collaboration between practice leaders, finance, and operations.
Many of our professionals have served as senior executives inside firms, overseeing firm-wide budgeting, client reporting, billing and collections, and practice management. We’ve led initiatives to professionalize back-office functions, implement performance dashboards, optimize cash flow, and guide firms through growth, succession, and restructuring. Whether supporting founder-led practices or mature multi-office partnerships, we know how to deliver results in firms where relationships, reputation, and rigor drive the business.
We work with a wide range of services-based businesses, including:
Our clients include both established firms and emerging practices navigating leadership transitions, succession planning, geographic expansion, or shifts in ownership structure.
Embedded operational and financial executives to guide strategy, oversee teams, and stabilize transitions including COOs, CFOs, Controllers, and Operations Executives to support finance, forecasting, and firm governance
Forecasting revenue, managing partner draws, optimizing working capital, and aligning budgets with firm priorities
Designing compensation frameworks and evaluating client-level and practice-area margins
Evaluating billing models, client-level profitability, evaluating realization rates, and supporting value-based pricing
Supporting geographic expansion, practice diversification, mergers, and strategic alliances
Advisory on buyouts, partner exits, equity restructuring, and continuity planning
Streamlining processes, building performance dashboards, and improving execution through:
Contact us to learn more or for our help.
