Planning a second office

Buying & Operating Secondary Offices has Some Challenges As more and more practices seek to achieve growth through acquisition, an increasing number seem to be considering the purchase of secondary offices located, at times, in significantly different geographic areas that vary from their original location. This can be in a completely different area or even…

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Succession planning Rob Knights and Co

If Only I Could …. Throughout each year we meet with numerous practitioners who are weighing up whether now is the right time to depart their practice. For many that means an external practice sale. This is often a combination of evaluating likely price and proposed activities post sale, versus what could or would be…

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Cultural divisions in the workplace Rob Knights and Co

Is there a Great Divide in Your Firm’s Culture? In December last year I attended a conference in San Diego on succession planning. The week long program was most interesting and beneficial, again reinforcing the significant need for this type of planning and preparation. This will be a further area of development in our firm…

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Plan your succession live a life that matters

Being Grounded In Your Succession Last December I flew to San Deigo to renew my qualifications as a Certified Exit Planning Advisor or CEPA. As part of the preparation for the course, I had a couple of specialist books to read, one of which quoted the poem by Michael Josephson called ‘What Will Matter’. The…

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Trying to Control Your Firm’s No. 1 Expense – Staffing Costs For professional firms, staffing costs are the most significant expense that will be incurred, but this is money well spent because without our personnel it is very difficult to leverage our skills, expertise and time to adequately service clients. That said, historically the ratio…

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What’s your Back Up Plan if you Die at your Desk? Firstly, let’s acknowledge that this is a terrible subject to discuss or consider, however it’s because of this awkwardness that so many people, including professionals, fail to plan for such scenarios. As our baby boomer generation continue to work longer, we need to be…

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