A practice made sellable in 30 months

“Every client wanted me at every meeting. A broker told me straight: as it stands, you are the goodwill, and you are leaving. That stung because it was true.”
Helen Loom, Senior Partner

Helen wanted to retire at 60; the practice, as it ran, would have been bought for a fraction of its fee base because clients were loyal to her personally. Over 30 months we moved every client onto a two-partner relationship, built written workflows for the 20 most common engagements, and shifted Helen from doing the work to reviewing the numbers on one page. When an acquisitive regional firm approached, diligence found a practice that ran on rhythm rather than on Helen — and the offer came in at 1.2× recurring fees, roughly double the broker’s original estimate.

Figures client-reported; identity details lightly altered at the client’s request. Results depend on implementation.