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Sep 43 min read

Processing Through Your Firm’s Biggest Dangers

During visioning sessions with clients, we walk them through a DOS Exercise. DOS stands for Dangers, Opportunities and Strengths. This...

Mar 194 min read

Visioning: The Foundation for Business Transformation

Last Published in Accounting Today | October 2023 In today's rapidly evolving business landscape, firms and their clients must adapt and...

Jul 11, 20231 min read

E138 - The Crucial Role of Succession Planning in Every Firm

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...

Jun 20, 20231 min read

E135 - Visioning and Strategic Planning with Bill Dunton

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host L....

May 30, 20231 min read

E132 - The Importance of a Vision & Strategic Plan

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host L....

Oct 4, 20223 min read

Keys to Making the Leap to Trusted Business Advisor

Firms of all sizes are being challenged to meet the changing demands of clients and maintain relevance in the face of a rapid...