FMRC Smithink runs a variety of business workshops and retreats throughout the year, and is available to custom design one to meet the specific needs of your firm. Our consultants bring the objectivity of an external facilitator, years of experience, and will help facilitate team ownership of action plans.

Potential topics:

• Strategic planning
• Characteristics of excellent accounting firms
• Define your firm's development, direction, and values
• Identify your firm's strengths and weaknesses
• Create sustainable competitive advantage
• Strategies to improve firm profitability and cash flow
• Develop and sell management services
• Create an effective marketing campaign for your firm
• Define partners' and team members' roles & responsibilities
• Firm succession planning (valuation, exit and entry of partners, partnership agreements, quarantining goodwill)