Professional Services Practice Group
Strategic Financial and Operational Support for Professional Services Firms
Whether you're growing a legal practice, scaling a consulting firm, CPA firm, or modernizing a creative agency, managing complexity while delivering exceptional service is a constant balancing act. 2GO Advisory Group's Professional Services Practice brings the financial discipline, operational structure, and strategic insight you need to lead with confidence.
How We Help
As a professional services firm, your people are your product—and your performance depends on how well your operations support them. We help you improve cash flow, build scalable infrastructure, and gain clear visibility into performance. We tailor our approach to your firm’s culture, market, and growth ambitions, bringing structure where needed and flexibility where it matters. We work with both established and emerging practices navigating leadership transition, succession planning, geographic expansion, and shifts in ownership structure.
Fractional & Interim COO and CFO Leadership
Embedded operational and financial executives to guide strategy, oversee teams, and stabilize transitions including fractional CFOs, COOs, Controllers, and Operations Executives to support finance, forecasting, and firm governance.
Financial Planning & Cash Flow Management
Forecasting revenue, managing partner draws, optimizing working capital, and aligning budgets with firm priorities
Partner Compensation & Profitability Modeling
Designing compensation frameworks and evaluating client-level and practice-area margins
Operational Efficiency & KPI Development
Streamlining processes, building performance dashboards, and improving execution through:
Policy design and implementation
Software selection and rollout (e.g., timekeeping, CRM, ERP
Vendor and strategic partner management
Pricing Strategy & Engagement Analysis
Evaluating billing models, client-level profitability, evaluating realization rates, and supporting value-based pricing
Growth & Expansion Planning
Supporting geographic expansion, practice diversification, mergers, and strategic alliances.
Succession & Ownership Transition
Advisory on buyouts, partner exits, equity restructuring, and continuity planning
Who We Serve
Law Firms and Legal Services Providers
CPA and Advisory Firms
Staffing and Recruitment Firms
Architecture, Engineering, and Design Firms
Professional Associations and Partnerships
Consulting Firms and Creative Agencies
Meet the Team
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Bob Weis
Professional Services Practice Group Leader
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Seth Tuman
Professional Services Practice Group Leader
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Margaret Abeles
Professional Services Practice Group Leader
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Donna Hamlin
Professional Services Practice Group Member
Build a High Performing Team
Whether your business is growing, transforming, or in need of change, finding the right people quickly is critical. Our recruiting services give you direct access to experienced recruiters and advisors who understand your industry, your challenges, and the kind of talent it takes to move your business forward. Whether you're filling a key executive role, backfilling staff during a transition, or building out a new team, you’ll get tailored recruiting support without the overhead of a traditional search firm.
You choose the model that fits: executive search, contingency recruiting, or interim and project-based staffing. Every search is grounded in deep operational knowledge from across the 2GO Advisory Group—so you’re not just hiring quickly, you're hiring wisely.
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We support law firms, CPA and advisory firms, consulting firms, creative agencies, staffing and recruitment firms, and architecture, engineering, and design firms.
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Yes. Our fractional and interim COOs, CFOs, Controllers, and Operations Executives guide strategy, stabilize transitions, and strengthen finance and firm governance.
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We forecast revenue, manage partner draws, optimize working capital, and align budgets with firm priorities to protect profitability.
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We design compensation frameworks and evaluate client- and practice-area margins to align incentives with firm performance.
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We streamline processes, build KPI dashboards, and implement policies that improve execution and visibility across the firm.
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Yes. We select and implement systems such as timekeeping, CRM, and ERP to improve forecasting, billing, and performance management.
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We assess billing models, realization rates, and client-level profitability to support value-based pricing and stronger engagement economics.
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We support geographic expansion, practice diversification, mergers and alliances, as well as partner exits, buyouts, equity restructuring, and succession planning.