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Processing Through Your Firm’s Biggest Dangers
During visioning sessions with clients, we walk them through a DOS Exercise. DOS stands for Dangers, Opportunities and Strengths. This...
Sep 4, 20243 min read
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Visioning: The Foundation for Business Transformation
Last Published in Accounting Today | October 2023 In today's rapidly evolving business landscape, firms and their clients must adapt and...
Mar 19, 20244 min read
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E138 - The Crucial Role of Succession Planning in Every Firm
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
Jul 11, 20231 min read
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E135 - Visioning and Strategic Planning with Bill Dunton
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host L....
Jun 20, 20231 min read
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E132 - The Importance of a Vision & Strategic Plan
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host L....
May 30, 20231 min read
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Keys to Making the Leap to Trusted Business Advisor
Firms of all sizes are being challenged to meet the changing demands of clients and maintain relevance in the face of a rapid...
Oct 4, 20223 min read
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