Posts by Gary Adamson
D-Level Clients
Inside many firms, there is a sense of dread when certain client names are mentioned. Team members and even partners dread the time when they have to deal with certain clients. In the CPA profession, we call them D-level clients. Maybe some of the following descriptions might apply to those clients you dread: Fred, the…
Read MoreDoing the Right Work
We are seeing a transition right now. More and more firms are finally making the switch from the long-time, baby boomer managing partner to a younger, less experienced managing partner. It is a very difficult time for both of the people involved, and the firm, in general. The outgoing MP struggles with relevancy and a…
Read MoreBuilding Your Bench for Succession – A Few Ideas to Help You
Thousands of firms are working through the succession and retirement of senior partners and deciding along the way whether or not they can pull it off internally and stay independent. The single most important factor for success is what we see when we look over our shoulder – is the bench of people there to…
Read MoreWhat’s the Why?
As firms wrestle with Baby Boomer succession, the differences in attitudes, thinking and motivators between current and future leaders can sometimes be great. More often than not those differences or gaps are major contributors to the absence of future leaders who are on deck and ready to step into the shoes of the retiring partners.…
Read MoreBuilding Your Bench For Succession
Thousands of firms are working through the succession and retirement of senior partners and deciding along the way whether or not they can pull it off internally and stay independent. The single most important factor for success is what we see when we look over our shoulder – is the bench of people there to…
Read More