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Professional Services Practice Group

Strategic Financial and Operational Support for Professional Services Firms

Whether you're growing a legal practice, scaling a consulting firm, CPA firm, or modernizing a creative agency, managing complexity while delivering exceptional service is a constant balancing act. We bring the financial discipline, operational structure, and strategic insight you need to lead with confidence. From navigating partner compensation and succession planning to optimizing systems and forecasting growth, we help firms like yours protect profitability and plan for what’s next.

How We Help

As a professional services firm, your people are your product—and your performance depends on how well your operations support them. We help you improve cash flow, build scalable infrastructure, and gain clear visibility into performance. We tailor our approach to your firm’s culture, market, and growth ambitions, bringing structure where needed and flexibility where it matters. We work with both established and emerging practices navigating leadership transition, succession planning, geographic expansion, and shifts in ownership structure.

Fractional & Interim COO and CFO Leadership

Embedded operational and financial executives to guide strategy, oversee teams, and stabilize transitions including COOs, CFOs, Controllers, and Operations Executives to support finance, forecasting, and firm governance.

Financial Planning & Cash Flow Management

Forecasting revenue, managing partner draws, optimizing working capital, and aligning budgets with firm priorities

Partner Compensation & Profitability Modeling

Designing compensation frameworks and evaluating client-level and practice-area margins

Operational Efficiency & KPI Development

Streamlining processes, building performance dashboards, and improving execution through:

  • Policy design and implementation

  • Software selection and rollout (e.g., timekeeping, CRM, ERP

  • Vendor and strategic partner management

Pricing Strategy & Engagement Analysis

Evaluating billing models, client-level profitability, evaluating realization rates, and supporting value-based pricing

Growth & Expansion Planning

Supporting geographic expansion, practice diversification, mergers, and strategic alliances.

Succession & Ownership Transition

Advisory on buyouts, partner exits, equity restructuring, and continuity planning

Who We Serve

Two women sitting at a table with paperwork, one writing in a notepad and the other pointing at documents.

Law Firms and Legal Services Providers

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Three people working at desks with computers in an office, large windows in the background showing green trees.

CPA and Advisory Firms

Two people shaking hands at a desk with a clipboard, pen, and laptop, behind a small potted plant.

Staffing and Recruitment Firms

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Architecture, Engineering, and Design Firms

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Professional Associations and Partnerships

Consulting Firms and Creative Agencies

Meet the Team

  • Bob Weis photo

    Bob Weis

    Professional Services Practice Group Leader

    Bob's Bio
  • Seth Tuman photo

    Seth Tuman

    Professional Services Practice Group Leader

    Seth's Bio
  • Margaret Abeles photo

    Margaret Abeles

    Professional Services Practice Group Leader

    Margaret's Bio
  • Donna Hamlin PHoto

    Donna Hamlin

    Professional Services Practice Group Member

    Donna's Bio
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Build a High Performing Team

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Whether your business is growing, transforming, or in need of change, finding the right people quickly is critical. Our recruiting services give you direct access to experienced recruiters and advisors who understand your industry, your challenges, and the kind of talent it takes to move your business forward. Whether you're filling a key executive role, backfilling staff during a transition, or building out a new team, you’ll get tailored recruiting support without the overhead of a traditional search firm.

You choose the model that fits: executive search, contingency recruiting, or interim and project-based staffing. Every search is grounded in deep operational knowledge from across the 2GO Advisory Group—so you’re not just hiring quickly, you're hiring wisely.

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