CPDStore Ireland

Most firm owners are trapped in "Busy Practitioner Mode," acting as the technician in a business that owns them. As we enter 2026, the industry is splitting: you are either clinging to a broken "time-for-money" model or mastering the transition to a high-performance CEO mindset. This session provides a "Strategic Reset" for established partners and new firm owners who want to avoid trial-and-error and get off to the best possible start. Attendees will learn to identify "Black Box" leadership flaws and apply a proven roadmap to build a profitable, 35%+ EBITDA asset that runs without them.

Each section provides a deep dive into the 6-Step Success Path:

• Overall Firm Strategy: Defining your "Why" and establishing the foundational business model to move from drift to direction.
• The 4 Ps (Proposition, Product, Price, Payment): Aligning what you sell and how you get paid to protect your margins and eliminate "pricing prison".
• Your Customers & The Red Velvet Rope: Using the Customer Grading Matrix to identify ideal clients and courageously resign those holding you back.
• Business Growth & 2026 Marketing: Implementing a non-sleazy lead generation strategy focused on high-value advisory work.
• Your People & Rituals: Building an organization chart and "Who Hunting" strategy so your team steps up and handles the day-to-day.
  
• Leverage, Scale & AI Assistants: Moving from manual production to a high-margin asset using AI thinking partners and key performance metrics.

By attending this session, you will:

• Understand the 6-step roadmap required to transition from a technician to a sovereign firm owner.
• Identify the specific "Black Box" failures in your current pricing and people systems.
• Be able to deploy AI Thinking Assistants to pressure-test your strategic assumptions and sharpen your 2026 strategy.
• Create a clear action plan to move from a manual "Hamster Wheel" to an automated, exit-ready asset.

This session is of most interest to:

• Established Firm Owners and Partners looking to reclaim their time and double profitability.
• New Firm Owners wanting to build the right foundations from day one and avoid common growth traps.
• Senior Managers and Future Partners responsible for implementing high-level firm strategy.

Course level: Intermediate