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Case Study 2

A professional practice with 5 partners and fees turnover under one million pounds...

The motivation for this session was a feeling of being a bit in a rut, planning for succession and dealing with industry changes.

Not surprisingly, faced with these issues, as soon as the section on personal objectives was reached, two of the partners stated that they had lost their passion for what they do and couldn’t wait to exit but could see no way how they could achieve this!

Following the built-in processes of the Strategic Planning Toolkit, things gradually changed during the day.

By the end of the day, there were smiles all round, new initiatives galore, clearly defined plans and heaps of passion.

The practice is flourishing and succession plans are in place.

The lesson from this strategic session is that, when the entrepreneurial owners re-light their passion and have clear objectives and focus, things get better!  


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