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OUR BLOG RESOURCES

Inheriting a Partner’s Portfolio: Why It’s Harder Than It Looks

If a partner in your firm is retiring and you’re being lined up to take over their portfolio, it can feel like the route to partnership is clear. The clients are there. The revenue is there. All you have to do is step in. But brokers who sell books of business factor in at least ...

The Seven Mistakes That Will Sink Your Business Case

When my team reviews a client’s Business Case for the first time, we almost always find at least one of the same mistakes. Some are fixable with a few hours of rewriting. Others can’t be fixed in the document at all because they’re not document problems. They’re practice problems. In this episode, we go through ...

The Profit Margin Episode: Why Growing Your Practice Isn’t Just About Winning More Work

Most Business Cases are built around one thing: winning more clients. But your partners aren’t just looking at your revenue ambitions. They’re looking at whether you think commercially; whether you understand margin, efficiency, and what it takes to build something sustainable. This episode shows you why growing your practice profitably often means improving what you ...

Michele coached me through the period of my career when I moved from senior manager to director, and subsequently through to partner. She brought her experience to bear with insightful observations, and astute suggestions, and her help and advice were invaluable. I have no hesitation in recommending her to other accountants with partnership aspirations.

Jenny Reed

Technical and Training Partner, Wilkins Kennedy LLP

I have had a huge amount of fun working with Heather for the last 12 months and she has helped me establish myself as the firm's expert on independent retailers and FMCG. I've really enjoyed our time together as I have come away from each session energised. As a result of working with Heather I now have the luxury of picking the clients I want. No more relying on following up leads from the telemarketer for me. So many positive things have come out of our relationship, not least a 5x return on my investment, targeted introductions from her black book and 6 pieces of PR in the right trade press. Heather gives me energy, focus and accountability as well as a rich vein of ideas about content I can write to help me attract in the right sort of clients. I highly recommend Heather's services to any accountant or lawyer who wants to stand out and be able to attract the right clients to them.

Phil Mullis

Partner, Wilkins Kennedy LLP

John recently coached me on my successful run to Partnership. I can honestly say I have never worked with anyone who has Johns skills and background and applies them so effectively.

John was everything and more I wanted from a coach. He was always approached and available, and responsive given time zone differences.

He was supportive yet challenging and always thought provoking and had the ability to make me focus on what I needed to do/achieve.

I would have no hesitation in recommending John to anyone.

Henry Lacey

Partner, EY (Hong Kong)

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