A Management Summit can be a useful tool for a checkup, a year or two after a Total Business Review, or it can be customized to address anything not covered by another package. This program is designed to cover a few specific issues that are more appropriately worked through in person, on-site.
Lasting generally two-thirds of a day and conducted on-site, a management summit generally begins with a financial benchmarking to compare your performance with other firms your size. Then we might work through how your firm is positioned, how roles are structured, how work is managed profitably, how to plan for growth, how to enter a new market, etc.
In essence the discussions give you the tools to fix important issues at your firm. Though we can’t get as specific in applying them as we would in a Total Business Review, you’ll see things in new ways and the adaptation will be fairly intuitive.
This is the least expensive way to get us on-site to solve your issues in person.
That's the program in a nutshell. There's more on how we work together under our FAQ.
Location. Your office.
Duration. Two-thirds of a day, starting early morning and ending mid-afternoon.
Deliverable. Hours of industry leading advice that follows written agenda. There is no written report.
Unlimited Remote Implementation. 3 months.
Participation Requirements. Principal/Finance gather materials for 2 hours. Managers answer survey for 30 minutes. Managers participate for 6 hours.
Cost. $7,000 fee plus expenses ($800-$1,400), estimated in advance.
Terms. Fee and expenses sent with materials, approximately 10 days before on-site portion. There are no refunds under any circumstances, though we can often reschedule a visit and pass along any additional costs or expenses.