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Custom Value-building Solutions

 

A customized approach to development & business value building

Underpinned by the AGN Value Key model and AGN’s proprietary tools and methodologies, members can access a variety of bespoke solutions to address development issues and add value to their businesses.

Using a blend of internal and external resources, solutions leverage many years of senior leadership within the professional services industry, and move away from one-off consulting assignments, ensuring content is based on tools and approaches that are available for the long term to AGN members.

According to need and resources, most solutions can be adapted from an introductory webinar through to significant blended (on site and remote) programs at the member firm’s office over a number of months. Solutions can be focused on individuals, leadership teams and other groups, or on the business itself.

Contact your AGN regional director to progress a discussion according to your individual requirements
Spotlight on popular solutions in key business areas

Here are more details of popular past solutions which members have found a valuable. Most programs can be scaled according to needs and resources, usually from a short webinar to a fully integrated training & development program deployed over some months within the business, focused on individuals, teams or the entire operation.

Strategy & Leadership
Strategy development for professional service firm

Carefully crafted around the issues and objectives of the firm’s management. It might encompass business vision development, domestic and/or international expansion strategies, transition and succession planning, or working together to deliver operational excellence.

Outcome: Team ownership of a 3-5 year strategic plan for the business.

Value key connection: Vision & Direction | Effective Communications | Talent & Leadership | Growth & BD

Audience: Managing Partners & leadership teams.

Supporting AGN Tools:

  • AGN Guide to Going International
  • AGN Guide to Key Account Management Practice
  • Performance Diagnostic
  • AGN Value Key
Preparing for the future – sale or succession?

Examines your firms preparedness for key person retirement. Helps you map out an orderly path for the firms next phase resulting in an clear action plan to the future.

Outcome:
Senior engagement with an action plan for future resilience & succession

Value key connection:
Vision & Direction | Effective Communications | Talent & Leadership | Growth & BD

Audience:
Managing partners & equity owners.

Supporting AGN Tools:

  • Practice Performance Diagnostic
  • Business Resilience and Succession Assessment
  • AGN Value Key
Business Development
International marketing and business development for your firm

Customized to focus on any or all of the following; 3 levels of international marketing, a masterclass on partners contribution to marketing, improving your bid or proposal conversion rate, monetization of your firms AGN membership.

Outcome:
Team ownership of an action plan to develop international business revenues.

Value key connection:
Growth & BD | Best Clients | Vision & Direction

Audience:
Partners, Managers and teams targeting international work opportunities.

Supporting AGN Tools:

  • AGN Guide to Going International
  • AGN Business Development Diagnostic
  • AGN In It 2 Win It – bidding methodology
  • AGN – Various Business Development  Tools
An introduction to professional services marketing and business development

Explore the main aspects of accountancy firm marketing. Aimed at new partners and managers we leverage a whole range of exercises and role playing to get to grips with their role in topics such as client engagement through content, strategic proposal development, key account management, personal networking, and consultative selling.

Outcome:
A team that understands marketing and business development, and commits to personal and group actions to drive progress.

Value key connection:
Growth & BD | Best Clients

Audience:
Partners, Managers and teams seeking growth opportunities.

Supporting AGN Tools:

  • AGN Guide to Going International
  • AGN Business Development Diagnostic
  • AGN In It 2 Win It – bidding methodology
  • AGN various business development tools 
Talent Development
Leading high performing professional people and teams

A talent management and staff lifecycle overview. The perennial challenge of developing and keeping your best people. Understand the processes needed to on-board, develop, motivate, reward and retire key staff. Coupled with best practice in communications, managing roles within the business and managing the multi-generational needs of decision-makers.

Outcome:
A team that understands team member motivation and performance management, and commits to personal and group actions to drive progress.

Value key connection:
Talent Leadership

Audience:
Partners, managers and teams seeking to drive talent retention and performance.

Supporting AGN Tools:

  • AGN HR Toolkit
  • AGN Staff Exchange Program
  • NexGen program
  • Upward Evaluation Program
  • HR Share-group
The road to partnership

A review of business structures, and likely commitments and rewards involved in progressing to partnership. How to find an individual stake in a valuable future for the business. Communicating and influencing senior stakeholders. A personal action plan for valuable development.

Outcome:
Individuals that understand the road ahead, and commit to a personal development plan within their firms.

Value key connection:
Talent Leadership

Audience:
High potential future owners of businesses, usually at manager level.

Supporting AGN Tools:

  • AGN HR Toolkit
  • AGN Staff Exchange Program
  • NexGen program
  • Upward Evaluation Program
  • HR Share-group
Strategy & Technical Development
Leveraging accounting technology – from compliance to advisory

Surface and then plan to leverage the opportunities created by adopting the latest developments in accounting technology. Design a strategy that both embraces the operational effectiveness technology brings, but also set out a road map to move your firm’s skill set into the value add advisory. A heavy emphasis on planning the transition from compliance to value added advisory skill sets.

Outcome:
A team that understands the technological and competitive environment, how to differentiate to achieve commercial results, and commits to personal and group actions to drive progress.

Value key connection:
Vision & Direction | Operational Effectiveness | Growth & BD

Audience:
Partners, Managers and teams seeking transition.

Supporting AGN Tools:

  • AGN Business development diagnostic
  • AGN Advisory model
  • Template for Transition to Advisory

Case Study

Workshop with CTP & Partner, Milan, Italy

Creating a growth strategy, a workshop to obtain insightful information on business performance.

Case Study

Workshop with CTP & Partner, Milan, Italy

Creating a growth strategy, a workshop to obtain insightful information on business performance.

Get in touch

Type of enquiry

  • May 19, 2022
    Thank you, Trullion, for your generous contribution and support at the 2022 North America Regional Meeting (NARM) in Minneapolis! The event was a huge success. Learn more and connect... @Trullion #AGNNARM2022
  • May 18, 2022
    On 8 – 10 May 2022, AGN Asia Pacific (AP) held their annual regional meeting in Singapore. With over 50 attendees, the event allowed members to reunite with familiar faces and make new connections. Read the press release to find out more! #AGNAPRM2022
  • May 18, 2022
    Thank you, Doc It, for your generous contribution and support at the 2022 North America Regional Meeting (NARM) in Minneapolis! The event was a huge success. Learn more and connect... @DocItSuite #AGNNARM2022
  • May 18, 2022
    Great to see you in Minneapolis for the #AGNNARM2022. Thank you @JamesMooreCPAs for your participation😀

    Disclaimer
    AGN International Ltd is a company limited by guarantee registered in England & Wales, number 3132548, registered office 3 More London Riverside, London SE1 2RE, United Kingdom.
    AGN International Ltd (and its regional affiliates; together "AGN") is a not-for-profit worldwide membership association of separate and independent accounting and advisory businesses.
    AGN does not provide services to the clients of its members, which are provided by Members alone.
    AGN and its Members are not in partnership together, they are neither agents of nor obligate one another, and they are not responsible or liable for each other's services, actions or inactions.