Boomer Advantage Guides™
'Hot button' issues are the focus of each Boomer Advantage Guide, printed quarterly so you can be sure our advice is on the cutting edge of industry trends. Take your firm to the next level with comprehensive, hard hitting advice assembled from over 30 years of helping grow the industry. Check here to order!
Read more about each Guide
The Guide to Strategic Planning
Our Guide to Strategic Planning is organized for a quick read, allowing you to enter data, information and assumptions about your firm. Once completed, you have a model upon which to build your firm's vision and strategic initiatives. You will be introduced to a one-page plan, which is much easier to maintain than traditional plans that often number near 100 pages. In addition, we reveal how to integrate technology, staffing, marketing, and training in an approach that maximizes the return on your plan's investment.
The Guide to Selecting a Managing Partner
The Guide to Selecting a Managing Partner walks you through a process to identify the person best-suited to lead your firm into the future. We show you how to identify expectations, agree on a job description and examine the traits your firm desires most in its next Managing Partner.
The Guide to Succession Planning
The Guide to Succession Planning examines the best practices of those who leave their firms with increased value while maximizing their personal financial rewards upon exiting. Incorporating the Seven Step Exit Planning Process™ developed by Business Enterprise Institute, Inc., we walk you through each critical stage of succession planning, culminating with the actual transfer of the firm.
The Guide to Partner Compensation
Owner compensation within a professional service firm is often a contentious issue. The Guide to Partner Compensation walks you through this important process, with emphasis on the emerging Balanced Scorecard approach. In addition, we offer a thorough discussion of other methods, breaking down the strengths and weaknesses of each. You will also find sample plans and scorecards as well as a leadership survey to get you started.
The Guide to Human Capital: Attraction & Retention
The Guide to Human Capital: Attraction & Retention looks at five "resolutions" necessary to help your firm navigate the emerging labor market. First, we look at your firm's culture, revealing what it takes to attract and keep great people. Second, we examine your firm's staffing needs, helping you make tough decisions in the process. Next, we emphasize the importance of evaluating your team members' Cognitive, Affective, and Conative talents. We then help you identify employees who fit with your firm's vision and strategy before finally exploring ways to develop and properly evaluate each employee's needs, accomplishments and areas of opportunity.
The Guide to Training & Learning
The Guide to Training & Learning offers techniques and tools to create a culture that allows everyone to teach, learn and excel using their natural gifts and abilities. First we help you assess the current state of your firm. Second, we examine more closely what, exactly, a training and learning culture is like. Next, we help you develop tools to make learning in your firm a reality before finally walking you through the implementation of this new strategy.
The Guide to Paperless Transition
The Guide to Paperless Transition examines the process of adopting a less-paper strategy. It addresses paperless audit and review, paperless tax and paperless administration. We advocate a one-page plan which specifies objectives, measurements, initiatives and responsibilities. To get you started, we also offer a sample plan and practice methodology.
The Guide to Risk Management in the Digital World
The Guide to Risk Management in the Digital World offers a strategy to confront the current legal climate surrounding the preservation and disclosure of significant documents. We stress the importance of a team effort in order to establish an effective data retention policy. We also examine some critical questions while offering a checklist and sample plan to get you started.
The Guide to Outsourcing
The Guide to Outsourcing shows you how this emerging business strategy can improve your firm's workflow systems, reduce turnaround time and improve client service while providing a more balanced lifestyle for partners and staff. We help you calculate the potential economic impact while also examining a sample outsourcing policy and procedures.
The Guide to Performance Management
The Guide to Performance Management is your authority on the most critical metrics when evaluating workers in the information age. In ages past, managing workers entailed a simple evaluation of their physical output. That is, anyone managing a team of laborers used simple metrics that followed the material products produced or moved. Today's economy, however, demands from managers something entirely different.
Guide to Mobile Data Security & Privacy
The Guide to Mobile Data Security & Privacy is your insurance agent for keeping data on the go safe and secure. Discover the best ways to keep your hardware away from thieves. And in the event data on a mobile device does get into the wrong hands, our insider guidance will help you make sure that nobody ever sees it. In the process, you will save your firm potential embarrassment and litigation. Don't let your data get left out in the cold. Read the Guide to Mobile Data Security & Privacy today!
The Guide to Client Filtering
How do you find the best clients? How do you keep them around? How do you let go of those who are not a fit for your firm? These are just some of the questions The Guide to Client Filtering will help you answer.
The Guide to Developing Managers
Go in-depth with our leading industry consultants as they reveal the critical steps necessary to maximize your management team's potential. If you're ready to take your firm to the next level, make sure you pick up a copy of this essential compendium of practical insight and proven knowledge.