Get Your Free Personalized Growth Plan
Get Your Free Personalized Growth Plan
What Happens on This Call?
In this 30 - minute strategy session, we’ll analyze your firm, identify the broken protocols keeping you stuck, and map out a custom plan to break you free from the day-to-day faster.
You’ll Walk Away With:
The #1 Protocol Breakdown Blocking Your Growth – We’ll pinpoint the root cause keeping your firm in the billables loop.
Your Exit Velocity Plan
The step-by-step roadmap to implement scalable systems and reach The Four Freedoms of Ownership.
Bottlenecks Slowing You Down
Identify where your firm is leaking time, money, and efficiency—and how to fix it.
Clarity, Control & Execution
No more guessing what to focus on next. Walk away with a clear action plan to build a firm that runs without you.
Spots Are Extremely Limited—Only 3 Firms Accepted Per Cohort.
Secure Your Free Strategy Call & See If You
Qualify To Join This Cohort
★★★★★" We can now grow on command"
Liette F.
Founder
★★★★★"I have the clarity to breakthrough to those 7, 8 figure months"
Rashaun R.
Founder
★★★★★(They) provide your firm with steps that WILL result in success"
Dagny G.
Director
★★★★★"Our business finally works for us, instead of us working non-stop....and I'm taking multiple vacations every year"
Danielle K
Manager
★★★★★"I was working 90 hours a week; now everything has changed - thanks for changing my life"
Aaron C
What You Can expect during your session
01. Firm Discovery
First, we’ll take a detailed look at your firm’s current operations, client base, and growth strategy. We’ll ask questions like:
- Who is your ideal client, and how are you finding them?
- What systems and processes do you rely on today?
- What’s worked—and what hasn’t—to address your challenges so far?
By gaining a clear understanding of your unique situation, we’ll identify the areas that need immediate attention and set the foundation for uncovering the real issues behind your firm’s roadblocks.
02. The Protocol Breakdown
Next, we’ll dive deep into the operational and strategic challenges that are limiting your growth.
These could include inefficiencies in workflows, team alignment, or client service delivery.
We’ll quantify the impact of these bottlenecks in terms of revenue, time, and energy, so you can see exactly how much they’re costing your firm.
This step will give you total clarity on what’s been holding you back and how to address it effectively.
03. The Protocol Action Plan
Finally, we’ll provide a personalized, actionable plan tailored to your firm’s unique needs and goals. This plan will focus on:
- Streamlining workflows and eliminating inefficiencies.
- Optimizing team performance and accountability.
- Implementing systems that allow you to scale with confidence.
Because we’ve identified your specific bottlenecks, you’ll leave the session knowing exactly what steps to take to grow your firm, reduce burnout, and achieve the freedom you deserve.
FAQs
- Constant Firefighting: Leadership spends most of their time solving immediate problems instead of focusing on strategic growth.
- Over-Reliance on Key Individuals: The business depends heavily on one or two people for critical tasks, creating bottlenecks.
- Inconsistent Client Experience: Clients receive varying levels of service due to poor processes or team misalignment.
- Leadership Burnout: Owners or managing partners are overworked, handling tasks that should be delegated.
- Missed Deadlines: Frequent delays or mistakes in delivering client work, damaging the firm’s reputation.
- Plateaued Revenue Growth: Despite strong potential, the firm is stuck at the same revenue level due to operational inefficiencies.
- High Staff Turnover: Employees are disengaged or leaving due to chaotic management and unclear roles.
- Reactive, Not Proactive: The business is always in survival mode, addressing issues as they arise instead of preventing them.
- Fragmented Technology: The firm uses disconnected tools and software, leading to duplication of effort and wasted time.
- Poor Financial Visibility: Leadership lacks real-time insights into cash flow, profitability, or other key metrics.
- Inefficient Delegation: Leaders struggle to delegate effectively due to a lack of trust or clear systems.
- Difficulty Scaling Operations: Attempts to grow the firm lead to more chaos rather than improved results.
- Unclear Team Roles: Employees are unsure of their responsibilities, causing confusion and inefficiency.
- Overloaded Leadership: Partners or owners are stuck in daily operations, unable to focus on strategy or business development.
- Client Complaints: Clients are frustrated with delays, miscommunications, or unmet expectations.
- Unpredictable Client Retention: Difficulty maintaining long-term client relationships due to inconsistent service.
- Lack of Data-Driven Decision Making: Decisions are made based on intuition rather than actionable insights.
- Leadership Feeling Stuck: Owners or managing partners feel unable to move the business forward despite their efforts.
The Founders program is not for those who are not fully invested in their firm’s success and are happy just billing hours until they retire.
It’s also not suitable for individuals who aren’t ready to commit to implementing the systems and strategies necessary to take their business to the next level.
The Founders Program is ideal for firms between 50K & 500K in monthly recurring revenue, and team between 3-30 people. If you are fully committed to growth and coaching, we can help grow your firm.
Unlike passive courses or generic group coaching, the Founders Program is a done-with-you experience with done-for-you automations.
You’ll receive personalized, 1-on-1 guidance from experienced mentors and
proven business systems tailored to your industry
Our focus isn’t just teaching you concepts—it’s helping you implement protocols that deliver measurable results.
We explicitly do NOT guarantee results.
Past participants have achieved results like:
- 90% year-over-year revenue growth.
- The ability for Partners to delegate most of their caseload & only work on files they enjoy.
- Increased business predictability, peace and control. Knowing what to expect next week, month & year.
Your results will depend on your level of commitment and engagement, but our systems are designed to create real, scalable change in just 20 weeks.
You can expect to invest 3-5 hours bi-weekly + an additional 1 on 1 with your executive mentor for reviewing systems, strategic plans and implementation timelines.
The program is designed to be implemented over 20 weeks, however, most of our clients stay with us for years - leveraging our team of executives, automation experts and process specialists as an extension of their practice to continue their growth past 10M & beyond.
Due to the intensive done-for-you workload, we MAY only accept 3 clients per cohort.
Over the past 3 years we have only worked with 1 cohort per year to ensure our clients receive the top tier service they deserve.
Frequently, our clients retain our services long-term thus eliminating any availability until the next calendar year.