In our work, we often run into entrepreneurs who are misaligned with their professional service providers. As a result, they are either too small or too big for the firm they are working with.
So how do you know if you have the right attorney, accountant, or bank? A straightforward way to think about it is if you are in the top or bottom ten percent of their client base, you are probably in the wrong place.
Companies change, evolve, and grow over time. And as we move forward, so do our professional needs!!