United States: Strategic Planning

Let's be honest about December: Nobody's conducting a comprehensive legal audit between now and January 2nd.

We encourage clients to view capital investment as a dynamic triangle — balancing strategic intent, financial feasibility, and physical infrastructure. At the center of this model is operations, which acts as the system's...

In today's complex landscape, organizations must engage with firms that adopt a multi-pronged approach to advocacy, which I refer to as the CCC approach: Communications, Connections, and Calculation.

Check out the latest episode of Transaction Talk featuring Bob Furlong, a financial advisor at The Bulfinch Group. Bob shares what he learned when he exited a family business that left him in debt...

In today's dynamic retail landscape, supply chain management has become more complex than ever before. The rise of omnichannel retailing, shifting customer preferences...

As a business advisor, you know the importance of succession planning for your clients.

For lawyers and accountants who create structure charts on a regular basis, the process can be time-consuming and fairly involved. Structure charts are valuable communication...

Most of us, even old-timers, changed the way we practiced law when the Coronavirus pandemic hit.

Opportunities to learn as a collective group will broaden the Board members' understanding of their roles and responsibilities and the environment in which the Board operates.