Strategic Business Advice for Law Firms

Our dedicated legal sector team specialise in providing strategic solutions to law firms.  The focus of our strategic business advice is on the performance of a law firm, understanding every part of the operation, its people, processes, current situation and future goals.  Through a set process we capture where you are now, where you want to be and what success looks like.

The key difference that our strategic consultants bring, is knowledge of the legal sector. We exclusively focus on the legal sector and our strategic support is based on sector specific developments.

With many businesses planning for growth, looking for new markets, improvements in margins and the future succession of all involved we know the key to this is not just in the planning but more in the delivery of actions. We introduce a focus, structure and discipline with clear direction and a number of strategic objectives and how to deliver on them. You and your business will know where you’re going and what you are working towards and importantly how your success will be measured.

We will also be with you to support and underpin decisions in order to get you where you want to be. We’re genuinely passionate about helping you succeed and achieve your objectives; it’s what we are here to do.

Contact our Legal Sector Partner, Andy Poole, on 07828 857830 or to discuss how we can help you.


Members of our team are disciplined to listen far more than talk and experienced enough to look much deeper than the surface view presented. As accountants and advisers we ask the right questions to enable us to help understand where you are in the development of your business.

  Development phase

Getting to know you and the business through the understanding phase provides us with good analysis to form a clear way forward. We work with you to uncover questions and issues raised and help you find the answers which in turn enable us to help you formulate an action plan.


Once we have all agreed to the right plan of action for your specific goals we stay with you to support the implementation, or we can just act as a sounding board when required if you prefer.

Understanding phase

Through this phase we identify:

  • Where you are now in the business lifecycle
  • Identify whether your business plans are aligned with your personal objectives
  • What barriers you face both internal and external
  • What success will look like to you

Development phase

Your action plan will include:

  • A list of specific key actions over periods between 3 months, 12 months and up to 3 years
  • An understanding of who will be responsible for implementing these actions
  • Plans for monitoring and measuring progress

Support Phase

We would also look to support you through:

  • Board meetings
  • Quarterly reviews
  • Telephone advice

Read more about our strategic business advice service, an in-depth programme to help you set and develop the five fundamental building blocks to any business  Vision, People, Process, Data & Management Structure

Download the Strategic Business Advice Brochure

What is it?

Through a set process we capture where you are now, where you want to be and what does success look like.

Who is it for?

All law firms of all sizes in all locations.

What are the benefits for your firm?

  1. You will know where you are
  2. You will know where you should be heading
  3. You will know how to get there
  4. You will improve your opportunity of achieving your objectives

What do I have to do?

You will need to provide information requested by us. Pre-agreed partners and staff will attend a full day strategy meeting and follow up meetings.

What are the deliverables?

Initial full day strategy meeting. Follow up confirmation of agreed observations, objectives and actions which can be monitored and measured. Quarterly strategic review meetings in Rocks format.

What is the cost?

Initial strategy day £4,195 plus VAT for law firms of up to 50 people. Bespoke costs agreed for larger firms. Based on payment in advance. Quarterly Rocks meetings: bespoke costs agreed after initial strategy day.

How long will it take?

One month from instruction to provision of initial strategy day output.

What our clients say

Your Key Contacts

Andy Poole

Corporate Finance Partner - Legal Sector

07828 857830

Email Andy

Rosy Rourke

Legal Sector Director

07557 951148

Email Rosy

Tom Blandford

Legal Sector Audit Partner

07793 621951

Email Tom