I help law firm leaders move their firms from silos and stretched resources to focused, collaborative growth—connecting strategy, go-to-market efforts, and talent to unlock firmwide value. I also help marketing and BD teams lead the charge.
Growth is greatest when firms align around what they do best—and give their lawyers a platform to succeed within it. When the core thrives, the whole firm wins.
CEO and Founder, CREDO Consulting
Foundational strategies for sustainable, collaborative growth and competitive advantage:
Strategic Growth Planning
"Compete from the Core" Sector Selection
Practice Group and Industry Sector Strategic Planning
Key Client Management Programs
Proven methods to build consistent and collaborative business development (BD) habits — connecting strategy to execution:
Group Attorney BD Training Programs
Individual Attorney BD Coaching
Coach-the-Coach Training for BD Teams
CMBDO Advisory
Collaborative Growth Assessment
Pinpoint the barriers that are holding back firmwide collaboration and growth.
Marketing & BD Team Assessment
Evaluate the capability of your MBD team to drive your firm’s strategy, foster growth, and deliver impactful services.
Team Facilitation
Harness my facilitation expertise to help committees, teams or offices gain concensus on growth issues and strategies.
Firm Retreat Presentations & Workshops
Customized sessions to educate, engage, and inspire your lawyers to work together for lasting growth.
In a time when law firms are searching for sustainable ways to grow, it's time to reexamine whether your client relationship partners are truly set up to direct and lead—or merely expected to manage and grow their individual books of business.
Published in The American Lawyer | April 16, 2025
Go to article (subscription required)
LawDragon, a leading international content provider for the legal industry, annually recognizes the top 100 management consultants that "help law firms work stronger, better and more decisively to achieve their missions."
Regional Midsize Law Firm – Collaborative Growth Strategic Initiative
Designating it the "Year of Collaboration," a leading regional firm wanted to improve the integration and collaboration of their talent across their footprint and drive their new strategic plan. This included a firmwide Collaborative Growth Assessment and identification of initiatives and KPIs. Presentations and facilitated workshops were performed virtually with the entire firm and in-person at their annual retreat.
Am Law 75 Firm – Marketing & BD Team Capabilities Assessment
Performed one of the industry’s most comprehensive marketing and BD function reviews using the CREDO Assessment Framework. Delivered strategic recommendations for team structure, budgeting, planning, martech, and KM.
Am Law 200 Firm – Practice Group Performance & Planning
Led practice group assessments and workshops to improve leadership effectiveness, planning discipline, reporting, and partner BD accountability.
Am Law 100 Firm – BD Coaching Program & Integration Post-Merger
Developed and delivered the CREDO Attorney BD Coaching methodology based on the GrowBIG® "Give-to-Grow" model. Conducted a coach-the-coach program for the BD Team to scale coaching across high-value partners—serving as the foundation for integration following major M&A.
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