What We Examine
A full review of how your firm actually runs, not how it appears on the surface.

Revenue Structure
We analyze your revenue sources to understand performance and identify gaps.

Marketing & Attribution
We evaluate where your leads come from and how effectively they convert.

Consult to Retainer Conversion
We assess conversion rates across your intake pipeline to identify drop offs.

Intake Process
We review how leads are handled, followed up, and converted into clients.

Reporting Cadence
We examine how consistently performance is tracked and reviewed.

Role Accountability
We evaluate clarity of ownership and responsibility across your team.

Founder Dependency
We identify where the firm still relies heavily on the founder.

Financial Visibility
We assess how clearly and consistently financial performance is tracked.