For Firm Leaders
You built a great firm. Now build a great business.
Your clients are happy. Your reputation is strong. Yet growth has slowed. Big Wheel evaluates the business behind your practice, identifying what's limiting growth and building the systems needed to scale.
Start with a Readiness Assessment
The Business Behind Your Practice
Growth depends on more than the quality of your work. It also requires systems supporting demand generation, client acquisition, client experience, team performance, reporting, and operational structure.
Big Wheel evaluates how those business functions work together, identifies what's limiting growth, and builds the structure needed to support long-term success. That includes determining where process improvements, technology, and AI create measurable business impact.
Why Firms Aren't Growing
Most growth challenges can be traced back to a handful of common business issues. Here's what we see most often.
Everything Revolves Around You
Your expertise helped build the business. But when too many decisions, client relationships, and growth initiatives depend on one person, growth becomes difficult to sustain.
More People, More Problems
More clients. More team members. More decisions. More moving parts. As the firm grows, the systems supporting it often struggle to keep pace.
You're Flying on Instinct
Without clear reporting and accountability, it's difficult to know what's working, what's not, and where to focus next.
Growth Feels Fragmented
Marketing, consultations, client experience, hiring, and operations often operate independently instead of as part of one growth system.
Building a Better Business
Building a better business requires more than one solution. We evaluate how the business works together, prioritize what matters most, and build the systems needed to support long-term success.
Attract Better Clients
Reach the right clients with the right message at the right time.
Create More Consistent Opportunities
Build on referrals, reputation, and relationships while creating additional sources of demand to support consistent growth.
Convert More Opportunities
Turn more consultations, meetings, and conversations into clients through a consistent process.
Deliver a Better Client Experience
Build a consistent experience that improves retention, generates referrals, and strengthens your reputation.
Gain Visibility Into Performance
Make better decisions with clear reporting and visibility into what drives growth.
Scale Without Burning Out the Team
Build the structure, accountability, and capacity needed to support growth without creating chaos.
Built to Run Without Us
Most firms that come to us have already spent money on help that didn't work. Partial recommendations. Tactics without strategy. Advice without implementation.
Big Wheel works differently. We evaluate the entire business, build a prioritized roadmap, implement the systems required to support growth, and help transfer ownership back to your team.
Our goal is not to become a permanent fixture in your organization. Our goal is to help you build a business that grows without us.
What You Can Expect
- We diagnose before we prescribe.
- We build systems designed to run without us.
- We prioritize what matters most.
- We tell you what we see, not what you want to hear.
AI That Earns Its Place
Everyone is telling you to use AI, including peers, influencers, and sales reps. The problem is that you're not sure what AI really means for your firm, and no one is helping you sort it out.
We'll help you decide where AI earns its place, creating a more efficient team, better work product, and better client experience. Sometimes the answer is yes. Sometimes no. Sometimes it's better to wait. We evaluate the business first, bring in technology when it clearly improves the firm, and tell you when it won't.
Proof in the Numbers
Real outcomes from real firms.
Law Firm
Rebuilt client acquisition and intake. 25% revenue growth and 40% improvement in profitability.
Accounting Firm
Grew a new client segment to 20% of revenue and launched a new division to $1M in recurring revenue.
Wealth Management Firm
Built the GTM foundation to go independent and doubled assets under management.
How We Work Together
Every engagement begins with understanding the business. We identify what's limiting growth, build a plan to address it, help implement the changes, and eventually transition ownership back to your team.
01
Readiness Assessment
A one-hour conversation focused on your business, growth goals, and challenges. You'll leave with a written summary of key observations and where we would start.
02
Growth Diagnostic
A detailed review of your business that identifies what's limiting growth, prioritizes opportunities, and creates a phased roadmap for improvement. The recommendations are actionable whether you implement them yourself or with our help.
03
Implementation
We execute the roadmap alongside you. Processes, systems, and team development. Not recommendations. Results.
04
Advisory
We provide hands-on leadership and guidance while new systems take hold. As the business grows, we help you build the internal team needed to sustain it.
Are We a Good Fit?
Big Wheel works with leaders of law firms, accounting firms, financial advisory firms, and other professional services organizations who know their business needs attention and are ready to do something about it.
- Growth has slowed, plateaued, or become inconsistent.
- Too much depends on you or a small group of leaders.
- You're making important decisions without enough visibility.
- Growth initiatives start but don't always get finished.
- You know the business needs to evolve, but you're not sure where to start.
- You want practical solutions, not more theory.
Ready to Build a Better Business?
Start with a Readiness Assessment. One conversation. No commitment. You'll leave with a written summary of key observations and actionable next steps.
Schedule a Readiness Assessment
Frequently Asked Questions
Don't we need someone who specializes in our industry?
Industry experience is valuable, but it is only part of the equation. Big Wheel brings experience building and scaling businesses across professional services, public companies, PE-backed companies, and founder-led organizations. Those business lessons often transfer better than industry-specific tactics.
How much is the Readiness Assessment?
The Readiness Assessment is complimentary. After a 1-hour introductory call, we will send you a recap along with a few specific ideas for improving revenue operations across your business. This gives you a better idea of how we approach business growth from a holistic perspective.
What is a Growth Diagnostic?
A Growth Diagnostic is a detailed review of the areas most relevant to your business growth, such as audience and messaging, demand generation, consultations and conversion, client experience, team performance, and reporting. Each area is evaluated against a consistent framework, resulting in a prioritized, phased roadmap for improvement. Most engagements are completed in about four weeks.
What happens after the Growth Diagnostic?
You'll receive a prioritized roadmap with actionable recommendations and a clear plan for moving forward. Some firms implement the recommendations themselves. Others engage Big Wheel to help execute them. The choice is yours.
How much of my time will this require?
More at the beginning, less over time. The Readiness Assessment and Growth Diagnostic require access to leadership and key team members. Implementation is designed to reduce demands on your time, not increase them.
How long before we see results?
Some improvements are visible quickly, but progress takes time. The Growth Diagnostic sets realistic milestones so you know what to expect and when.
We already have an agency, consultant, or coach. Can we still work together?
Yes. Big Wheel often works alongside existing agencies, consultants, and coaches by providing the strategy, accountability, and operational structure they execute against.
What does success look like?
A firm that grows more predictably, with less dependency on any one person, and with enough visibility to know what is working and what is not. At the end of a Big Wheel engagement, you will be able to grow without us.
How will AI change our business?
The better question is how and where AI can create a measurable improvement in your business. Big Wheel evaluates processes first, then recommends technology when it clearly creates a better outcome.
Will you work with our competitors?
No. Big Wheel does not work with competing firms in the same market.