FREE GUIDE

Securing Your Firm’s Future: The Ultimate Guide to Strategic Succession Planning

Leadership transitions can catch professional services firms off guard, leading to client disruption, loss of institutional knowledge, and financial instability. Discover the roadmap to strategic continuity and long-term success. Read this exclusive FREE guide to learn how to proactively build a talent pipeline, maintain smooth transitions in leadership roles, and safeguard against disruptions.

Introhive's Guide: navigating succession planning

Discover the Power of Succession Planning

Unlock the secrets to securing your firm’s future with our exclusive guide. Gain practical insights and actionable strategies to navigate the complexities of succession planning and ensure long-term success for your firm.

What You’ll Learn:

Client-Centric Approach: Understand and prioritize your clients’ preference for strong, ongoing relationships.
Building a Talent Pipeline: Identify and nurture future leaders and rainmakers.
Ensuring Continuity: Maintain smooth leadership transitions in the face of retirement and lateral movements.
Risk Mitigation: Protect your firm from talent shortages and client disruptions.
Continuous Improvement: Refine and iterate your strategy over time to adapt to changing business dynamics.

Secure your firm’s future and start planning for long-term success today!

A partner is discussing her client relationships with colleagues as part of their succession planning before she retires.

Did you know that only 35% of professional services firms have a formal succession plan in place?

Without a strategic roadmap in place, firms risk disruptions to client relationships, loss of institutional knowledge, and talent shortages that could jeopardize their long-term success.

Discover how to beat the odds: gain insights and strategies you need to proactively address these challenges and ensure a smooth transition for your firm.

“The return has been remarkable.”

See how professional services leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while strengthening client relationships during uncertain economic times.

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“It almost seemed too good to be true.”

See how other industry leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while retaining customers during uncertain economic times.

With more than 100,000 professionals in over 100 countries, CBRE is the global leader in commercial real estate services and investment. Learn how Introhive helps CBRE identify the companies they didn’t know they had a relationship with, the services they could offer and deploy to those companies and understand where relationship gaps are with current and prospective customers to help find, win and grow business.

“It almost seemed too good to be true.”

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Since adding Introhive’s Customer Intelligence to their CRM, LBMC has seen several positive outcomes for their firm in the areas of technology adoption, data accuracy and relationship intelligence.rnrnLBMC is the number one professional services firm in Tennessee and within the top 35 in all of the United States. They are a client-focused organization, rooted in entrepreneurialism and growing with their clients. Data collection is a huge part of their growth strategy, and as a fast-growing firm, they were facing a couple of significant business challenges.rnrnLearn how Introhive’s customer intelligence platform was the solution.

Learn how Introhive’s customer intelligence platform is a game-changer for Rehmann and what they’re excited for next.rnrnRehmann is a fully integrated financial services and business advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. For 80 years, Rehmann has provided forward-thinking solutions to their clients.

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PwC’s Philip Grosch, Partner Global Salesforce Transformation, weighs in on the value of Introhive to the firm’s global adoption of Salesforce CRM with over 100,000 users across 90 countries.

Starting small to prove that Introhive works helped scale up to a global implementation
One of the pillars of Introhive’s success with PWC is the concept of automating the mundane
Another pillar is how Introhive turns CRM into a relationship insights platform
Introhive answers the magic question of who knows who and how well do they know them
Introhive enables people to be powered by the new digital reality

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See how Milosz Skrzypczak, Director, Market & Competitive Intelligence at law firm Osler, Hoskin & Harcourt LLP, leveraged the Introhive platform to harness the power of relationship intelligence and data automation to grow firm productivity and deliver better client experiences.

Introhive helps harvest previously unknown relationship information
Introhive help with CRM adoption within the company
Automatic email-delivered pre- and post-meeting digests help prepare for meetings and help capture action items quickly and effortlessly

“It almost seemed too good to be true.”

See how other industry leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while retaining customers during uncertain economic times.

With more than 100,000 professionals in over 100 countries, CBRE is the global leader in commercial real estate services and investment. Learn how Introhive helps CBRE identify the companies they didn’t know they had a relationship with, the services they could offer and deploy to those companies and understand where relationship gaps are with current and prospective customers to help find, win and grow business.

Since adding Introhive’s Customer Intelligence to their CRM, LBMC has seen several positive outcomes for their firm in the areas of technology adoption, data accuracy and relationship intelligence.rnrnLBMC is the number one professional services firm in Tennessee and within the top 35 in all of the United States. They are a client-focused organization, rooted in entrepreneurialism and growing with their clients. Data collection is a huge part of their growth strategy, and as a fast-growing firm, they were facing a couple of significant business challenges.rnrnLearn how Introhive’s customer intelligence platform was the solution.

Learn how Introhive’s customer intelligence platform is a game-changer for Rehmann and what they’re excited for next.rnrnRehmann is a fully integrated financial services and business advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. For 80 years, Rehmann has provided forward-thinking solutions to their clients.

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