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Phase 1 - 5 Year Trends Analysis and Comparison to Industry
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Phase 2 - Alignment Analysis
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–Partner Goals Questionnaire
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–Practice areas analysis
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–Alignment Analysis
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–Systems analysis and requirements
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–Opportunities and Threat Assessment
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–Short and Long Term Goal Set
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Phase 3 - Staffing and Leverage Analysis
•Phase 4 - Partner Compensation Analysis
•Phase 5 - Succession Plan
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–Financial Handoff
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–Management Handoff
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–Insurance needs
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–Growth Requirements
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–Financial model for future needs
•Ongoing Monitoring and Assessment
