Whether it's a team decision, a book decision or a growth decision, I start with where your practice still depends on you. What changes is how much of the work I'm in the room for.
The seat and what it owns. The handoff plan, client by client. The hire brief where there's a hire. Who holds which relationships. The first 90 days of the person in the seat, with the authority that goes with the work.
If you're taking over a book: the integration plan, what the seller does before and after close, who sits in and chairs the first and subsequent client meetings, what your team needs to be ready for, and a handoff plan for every household.
If you're preparing to sell: where client relationships still depend on you, what needs to change before a buyer comes in, and how the trust your team has earned carries through the sale.
What the practice looks like at the next level, and by when. What leaves your desk and who it goes to. Decision rights your team can act on. A structure review as the changes take hold, so the work doesn't drift back to your desk. You decide whether the time you get back goes to growing the business, the work only you can do, or more of your life outside the office.
What prompted it. Where the practice is today. What you're deciding, by when, and what it costs you to wait. Whether you're in a position to act.
We'll both know by the end what fits, if anything does. If one decision is all you need, I'll say so, and an Owner Decision Session can follow straight from the call. If an engagement may fit, we book a longer conversation before we hang up.
What you've tried. What you want the outcome to be. Who else is part of the decision. What the work has to include, and how involved you need me to be.
I recommend the engagement path that fits your decision and your practice, with its scope and its fee, and we decide. You'll have it in writing, with exactly what we'll work through, before you commit to anything.
One decision, worked through properly, with no ongoing agreement. For an owner who knows the decision and wants it made well. When the next one comes, book another. If we've already worked together, you can book it directly, without another introductory call.
For a decision that has to be carried into the practice: a book landing, a seat being built, a structure put in place. Working with you, or with you and your team.
An advisor for the decisions that keep coming, once the structure is in place or after a book or a hire. Shaped around what you need from me, not a set number of meetings.
Working sessions with you on the decisions, the plans and the tools. I prepare the analysis and draft the materials between sessions so our meetings move the decision forward. I'm available for questions related to the work. You carry the changes into the practice.
Everything above, plus sessions with your team: who holds which responsibilities, what authority moves and to whom, and the structure put into practice with the people who carry it. I'm in the room for the planning and the integration, and I stay close while it lands.
You keep the authority and you run the practice. I help you make the decision and carry it out, as hands-on as the work needs, and how far that goes is agreed up front, with the scope. I don't become the operator who runs your practice, and I'm not a recruiter. When there's a hire, I help you define the seat and judge the candidates against it. You make the call.
An engagement runs about 90 days. Which level fits, and whether Ongoing Owner Advisory follows, comes out of the hour-long conversation.
Owners of established RIAs and financial advisory practices in the US and Canada who have the authority to act and a decision that can't comfortably wait.
If what you need most right now is lead generation or marketing, a specialist in that will serve you better, and I'm happy to recommend one that fits what you need. If there isn't a specific decision in front of you yet, the guides are a good place to start.
I'll learn what's in front of you and where the practice is, and we'll both know whether a longer conversation is worth having.