Business Strategy & Analysis for Professional Firms

As a professional services firm, your growth hinges on how well you manage time, talent, and reputation. At Morton Moore, we go beyond the numbers to help you build a scalable, profitable, and strategically aligned business.

Whether you’re a boutique law practice, consulting firm, creative agency, or engineering consultancy, our strategic advisory services give you the financial intelligence and operational clarity to lead with confidence.

Practice Performance Analysis

We assess how your business is performing and where the money is really being made (or lost).

• Deep-dive profit and cost analysis by team, client, or service line
• Time utilisation vs billable hours
• Partner vs associate contribution
• Pipeline health and client retention trends

Strategic Planning

We help you define your next moves with realistic, financially informed plans.

• 1–3 year strategic growth roadmaps
• Expansion planning (new markets, service lines, partnerships)
• Fee structure and pricing model evaluation
• Risk management for key clients, partners, and sectors

Operational Efficiency

Make sure your internal processes support, not block your delivery and growth.

• Workflow review and process mapping
• Time tracking & billing improvement
• Staff utilisation and resource planning
• Delegation strategies for founders and partners

Financial Forecasting & Budgeting

Predict outcomes. Plan smart.

• Cash flow forecasts with “what if” scenarios
• Hiring budgets, office expansion models
• Scenario planning for profit-sharing, dividends, or reinvestment
• Expense control plans for lean operations

Advisory for Partner-Owned Firms

Running a firm with multiple owners? We help navigate the complex decisions.

• Profit-sharing and compensation models
• Succession and exit strategy planning
• Governance and decision-making frameworks
• Partner contribution benchmarking

Strategic Meets Practical

• We don’t just suggest, we help implement. From pricing models to hiring decisions, we guide real-world improvements.

Built on Numbers, Backed by Experience

• Our advice is based on data not guesswork. And we’ve worked with dozens of firms just like yours.

Confidential, High-Level Insight

• We’re more than your accountant, we’re your business thinking partner, available for those tough conversations.

Ready for Growth or Exit

• Whether you’re building a firm for the long term or planning a sale, we help you structure, systemise, and scale.