Strategic Retreats

Strategic Retreats

Welcome the only strategic planning program engineered for small to midsize law firms.  This is the best way to target growth and set a clear direction for your firm, boost performance, and increase your impact.

We create a first-class experience that makes you feel like a CEO, and when we are done you will be fresh, focused, and amazed at how much you accomplished, how good you feel.

Solos

Small Firms

Midsize Firms

Driven Owner Operators

What you can expect

Have you ever wondered how some firms seem to grow consistently?

It’s because they have developed growth strategies and systems, often over years, to set big goals, a clear mission, elevated and addressed tough issues, and have taken consistent action to expand their practices.

Drawing on our founder’s two-plus decades in business and background in engineering, we bring rare technical proficiency, analytical skills, and acumen coupled with a core team of aligned and energetic facilitators delivering a learning experience like none you have seen. So you can fast-track your growth and execute like a market leader.

Our industry work shows:

• How to build lean, efficient, and actionable growth strategies.
• What works for growing a law firm . . .  and what does not.
• What strategies optimize profits the fastest.

Our proprietary systems deliver:

• Learning experiences that incorporate your heart and mind.
• Uplifting and inspiring exercises addressing your firm as a total growth machine.
• Clearly documented mission, vision, values and a growth strategy which is measurable and achievable.

Our growth metrics track:

• Professional and well organized.
• Eye-opening and engaging.
• Like a turbo booster for your mind, body, and business.

• We assess your goals and meet to set objectives and expectations.
• We also assess your strengths, personality, communication preferences; and
• Your current mission.

• We offer only top-notch facilities, food, and beverages.
• We deliver engaging and exciting learning experiences you and your team will love.
• We also have fun and relax so you leave the event fresh and ready to grow.

• We include thirty days of email support post event as you get the process working.
• We are available to support tactical implementation of systems described in the event.
• We can work directly with you and your team through our consulting and coaching programs.

What you get

• A Mission Alignment assessment so we can evaluate your mission by who you are today.
• A Strengths Assessment so we can focus your strategy along a trajectory complimentary to your superpowers.
• A Personality Assessment so we understand how you see the world and so we communicate with you in alignment with your preferences.
• Engaging and fun creation experiences for your:
  • Mission Statement, aligning who you are now with the tactical path ahead.
  • Vision Statement creation that leverages your new Mission statement and expands your horizon out beyond the tactics and struggles of today.
  • Values Set memorializing what your firm stands for, and who and how you will serve your clients and community.
• We create a crisp, new strategy engineered to grow small to medium sized law firms rapidly.
• Ample coaching and strategy sessions to tackle the inevitable blockers and obstacles we encounter.
• When we are all done, you will leave with a feeling of purpose and focus renewed in your heart and mind.  You will know what to do next.
• A fixed-price investment depending on the venue, amenities, and size of your team – no surprise fees.
• Bonus 1:  Inbound assessment and discovery session.
• Bonus 2:  30 days of email support after retreat and review of relevant work product.