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STRATEGIC CONSULTING FOR PROFESSIONAL FIRMS
Are you a Professional Firm looking to move to 360° Digitalization, structure and organize yourself in step with the times (implementing internal procedures, mandates, and anti-money laundering), manage a generational transition, interested in M&A with other Professional Firms? Don't hesitate to contact me: I have gained extensive professional experience in organizations of various sizes, from small and traditional Professional Firms to large Consulting Companies belonging to International Networks, which allows me to have a clear understanding of the structure, organization, dynamics, and clientele that characterize each different professional reality. I can therefore offer myself as a consultant to help transform the Professional Firm by updating its structure and organization to keep up with the times, but also as a "facilitator" helping two Professional Firms to merge by understanding structure, organization, objectives, and common clients and planning how to achieve them.
Moreover, today technology is on our side: through remote sharing of workspaces via the Web, video calls, phone, and emails, we can find the right combination to work both in person and remotely, ensuring collaboration, quality of work, results, and satisfaction for everyone. All this is based on professionalism, professional secrecy, and the code of ethics, of course. For your information, I am fluent in French and English at a professional level.
AREAS OF ACTIVITY AND SERVICES
- Implementation of Internal Procedures, Planning and Internal Control
- Procedures and Operating Instructions for a Digital Firm
- Drafting of Professional Mandates
- Implementation of Privacy, KYC and Anti-Money Laundering Procedures
- Business Development and Client Relations
- M&A - Mergers and Acquisitions of Professional Firms
CONSULTING FOR COLLEAGUES: FROM PROFESSIONAL TO PROFESSIONAL
Make your life easier, how to offer your clients know-how even in international consulting, without having to read documents for hours! Professional-to-Professional Consulting I recommend it if you want to provide a complete service to your client but you don't have the time and resources to dedicate to it, if you need a second opinion, if you don't offer consulting in a certain field but your client needs support. I guarantee you client protection and confidentiality of their data through the drafting of a clear and protective Professional Mandate, on request I can discreetly advise you in the background even without direct contact with the client, possibility to cooperate on more complex situations, dedicated and fast working and execution times:
- identification of the professional service and analysis of the issues to be resolved;
- drafting of a clear and protective Professional Mandate;
- protection of the Client and their data;
- immediate support and dedicated and fast working and execution times.
AREAS OF ACTIVITY AND SERVICES
- Identification of the professional service and analysis of the issues to be resolved
- Drafting of a clear and protective Professional Mandate, from Professional to Professional
- Protection of the Client and their data
- Immediate support and dedicated, rapid working and execution time
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