Effective Strategy produces change that lasts.
Don't confuse strategy with 'actions'. The right strategy will determine what actions are required.
pSE Advisory is a professional advisory firm based in Sydney working with professional services firms around Australia.
With top 10 experience in national leadership, technology, sector specialisation, client management and process improvement, the Principal, Peter Saccasan, can provide the right level of input and execution that supports the partner group. Having managed his own client base whilst holding these senior roles, Peter talks the same language as your professional team, enabling effective communication both at partner level and the team level.
Peter can work with the partner group in a number of areas including:
- Strategy Development & Execution
- Partnership advisory including board participation, business development direction, general partner projects
- Succession Planning for Professionals, looking at how succession is managed within the practice
- Technology Transformation including selection, project management and process improvement
- Sector Specialisation, including strategic direction and collateral development
- Practice Performance Improvement through use of data analytics, effective KPIs and change management
Engagements are usually 3 months to a year or longer.
No doubt, you have a great practice or business. We believe you may not have the time to make it even greater. pSE Advisory is here to help you achieve your goals.
Our Services
Strategy Development & Execution
An effective strategy should drive the agenda of what takes place inside your practice or business. It should drive actions and improvements. Everyone talks strategy but in reality they are probably listing actions.
And does your strategy plan make it to the agenda at each partners meeting?
Partnership Advisory
Professionals all have their own journey. Peter's experience includes 12 years at a top 10 firm with 30+ offices, 6 of those years in national leadership roles. He can bring that experience to you in a number of different ways.
Board facilitation, partner mentoring, sector development and project execution are just some of the areas where we know you could use an extra pair of hands.
Sector Specialisation
Prospective clients, when choosing their new advisor, usually make the decision based on price. Wrong! What they are looking for is “an adviser who understands my business”.
Sector specialisation is sometimes considered too restrictive by accountants. But what it does is enable you to easily open the door on advisory services, helps you answer the “why” and “how” questions on business improvement and helps train your team in advisory skills. Once you work on knowing the drivers for one or two sectors, you will soon be looking for them in every client’s business.
With over 20 years of sector specialisation experience, we think we can start you off down the road.
Succession Planning for Professionals
Business owners, professional practice partners and families must look to the future before it arrives. This provides better certainty and financial security.
Get the conversation started ahead of time.
Technology Transformation
The new technology is important, very important! But what makes it all work is what goes on around the new software - the Change Management.
We can deliver the project on task, on time and on budget - and have the experience to manage the change.
Practice Performance Improvement
Partners are quick to advise clients on how to improve their bottom line. But when it comes to their own bottom line, the conversation can sometimes remain too comfortable or perhaps even not discussed.
It doesn’t need to be personal but the conversations need to be had, or else it will get worse before it gets better. As accountants, we should be all in on seeing the practice perform at the right level.
Sometimes bringing in someone to help can make the conversations less personal and get them started.
“Without a co-ordinated approach underpinned by a strategy, the team can be running harder than they need to be and in the end, for what purpose? Strategy determines not only what you do, but also what you don't do.
Most leadership meetings do not have strategy on the agenda. Outcomes can be managed and not just let happen.
What's your strategy?"
- Peter Saccasan, Principal.
Contact Us Today
We believe we can help make great ideas happen. We look forward to hearing from you.
Contact Us Today
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