Every Build engagement begins with a structured assessment that establishes where your firm stands today and what is limiting growth. It is designed to surface the constraints, opportunities, and focus areas that matter most, so you are not guessing where to invest time and effort. The output becomes the foundation for your coaching and the priorities you work through over the next six months.
Build Your Firm
If you are not ready to sell, or your goal is to grow your firm before making any ownership decision, you are in the right place.
For firms focused on growth.
Build is designed for accounting firm leaders who want to be intentional about growth, direction, and long-term value, without committing to a sale or acquisition timeline.
Key Features
Build gives you a structured way to grow your firm with intention. You start with a clear baseline, then get guided support and practical resources to move forward with focus, momentum, and long-term value in mind.
Growth Assessment
One-on-One Growth Coaching
Build includes monthly one-on-one coaching designed for real accounting firm growth decisions, not generic business advice. Each session is focused on your goals, your constraints, and the practical next steps that move the firm forward. Coaching is built to help you stay focused, make better decisions faster, and maintain momentum across the engagement.
Tools and Resources
Alongside coaching, you get access to a growing library of educational resources that support implementation. The goal is not content for content’s sake. It is to give you practical materials you can apply immediately, paired with guidance on how to use them in the context of your firm and your priorities.
Six-Month Structure That Creates Momentum
Build is delivered as a six-month engagement because meaningful growth takes sustained focus. The structure is intentionally designed to create consistency, accountability, and measurable progress over time. Instead of scattered initiatives, you move through a clear set of priorities with support and follow-through.
Built for Firms Not Ready to Sell
Build is for firms that are not ready to sell today but want to grow with intention and keep future options open. If you are thinking about the future of your firm and want a path forward that does not depend on an ownership decision right now, Build gives you a clear way to strengthen the business and increase long-term value.
A Simple, Structured Commitment to Growth
Pricing
$500 per month
Six month engagment
Designed for firms serious about making consistent, intentional progress.
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01
Structure
A six month engagement designed to create focus and momentum, so progress does not stall after the first conversation.
02
Guidance
Monthly one on one coaching tailored to your firm, centered on practical decisions and clear next steps.
03
Access
Includes an initial growth assessment plus ongoing tools and resources that support implementation throughout the program.
