Pricing & margins
Are you charging enough, and where are you giving work away? We put your pricing against the market and against your real costs.
Services / Business consultancy
A coach who already knows the industry.
Growth in an estate planning practice almost never comes from one big change. It comes from fixing five small things at once — and knowing which five. That is a much shorter conversation with someone who has run this kind of business.
01 / What we look at
Everything that touches the bottom line.
Process & efficiency
Where the hours actually go, what could be automated, and what should simply be outsourced.
Client acquisition
How clients find you now, what converts, and which channel is worth your next hour.
Service mix
Whether to expand into trusts, what to add, and what unprofitable work to stop taking.
Positioning
Who your ideal client is, how you differ from the firm down the road, and how to say it in one sentence.
Capacity & growth
Ready to grow but unsure how. Hire, outsource, or restructure — and what each would actually cost you.
02 / The process
Four stages, and we stay for the last one.
01
Discovery call
You tell us about the business, the challenges and the goal. We get the whole picture before recommending anything.
02
Analysis
Into the numbers: pricing, process, client sources, where the time goes. Everything that affects profitability.
03
Recommendations
Specific, ordered, measurable steps. Not a strategy document you file and never open.
04
Implementation
Check-in calls and adjustments while you actually do it. We do not hand over a report and disappear.
03 / Why us
We have made these mistakes already.
- 16 yearsWe have built and grown estate planning businesses ourselves, through every change in the sector since 2009.
- 500+ practicesAcross hundreds of practices, the same handful of bottlenecks keep appearing. We recognise yours quickly.
- SpecificEvery recommendation is about estate planning. No generic business-guru material that does not survive this industry.
Book a discovery call.
An honest conversation about where the practice is, where you want it, and whether we are the right people to help.