Practice Management Case Studies

Practice management case studies for growing advisory firms. Hiring, G2 transitions, fee optimization, and technology stack strategies that scale revenue.

170 case studies

Successful M&A Integration: 100% Client Retention After Acquisition

Ensuring 100% client retention after a major acquisition for Dr. Santos through strategic communication and a smooth transition process.

Succession Planning: $1.2M Valuation Increase with Transition Strategy

See how strategic succession planning led to a $1.2M valuation increase for an advisory firm, ensuring a smooth transition and maximizing shareholder value.

Back to All Case Studies

A structured advisor development program at Santos Financial created a built-in succession path, ensuring the firm's long-term viability.

Practice Management Case Studies

Successful M&A Integration: 100% Client Retention After Acquisition

Succession Planning: $1.2M Valuation Increase with Transition Strategy

Succession Planning: Advisor Development Program with Guaranteed Path

Succession Planning Program Secures 5 Year Business Continuity

Succession Planning: Smooth Leadership Transition Executed

Summit Capital Partners Achieves Seamless M&A Integration, Retains 95% of Combined AUM

Summit Capital Partners Automates Operations, Saves 1,200 Staff Hours Yearly

Summit Capital Partners Builds Niche, Gains 30 New High-Net-Worth Healthcare Clients

Summit Capital Partners Builds Virtual-First Practice, Reduces Overhead 25%

Summit Capital Partners Develops Continuity Plan, Secures Firm's Future

Summit Capital Partners Reduces Compliance Costs by 35% with Outsourcing

Tax Savings: $340K Identified Through Strategic Outsourcing