Leadership & Growth Solutions

Consulting > leadership & growth

Transforming Leadership, Empowering Your Growth

Every business is unique, and your vision deserves a custom approach. Our dedicated consulting team works with you to implement solutions that drive revenue and profitability while building a foundation for sustainable, long-term growth—all without compromising exceptional client service.

Together, we turn visionary ideas into actionable steps, empowering you to lead confidently and achieve your goals.

Leadership & Growth Consulting Solutions We Offer:

Strategic Assessment: One of our most popular solutions, our strategic assessment helps you determine the optimal allocation of resources to achieve your business growth goals.

Business Planning: Develop short and long-term plans that align your firm's goals with actionable implementation.

Leadership Coaching & Development: Customized to your specific strengths, we help you one-on-one to develop your leaderships skills, inspire your teams, and achieve your business goals.

Organic Growth Strategy: A financial analysis focused on capital allocation to enhance your firm’s revenue and profits through talent, client service, and marketing expansion.

Transitions Planning: Guiding your firm through mergers, acquisitions, recapitalization, and leadership changes to ensure continuity and/or full or partial liquidity.

M&A Strategy Development: Helping you craft an expansion plan that strategically positions your firm to merge with or acquire advisory firms and/or tax practices.

Angie Herbers, Founder & Managing Partner

“Since 2003, our mission at Herbers & Company is to simplify leadership challenges and expand business opportunities for every firm we serve.”

Leadership & Growth

What Employees Want and Don’t Want in Their Leaders

The financial services industry has experienced considerable changes in recent years, leading to a shift in what employees value in their leaders. The Herbers & Company Leadership Study offers crucial insights into the leadership qualities that financial service employees seek—and those they tend to avoid.

We invite you to get started.