FAQs

Have questions about our services or approach? Our FAQ page provides clear answers to help you understand how Carl George Advisory can support your firm’s growth and success.

Common Questions

Find answers to common questions about our services, approach, and expertise. Whether you’re exploring strategic planning, partner compensation, or mergers and acquisitions, our FAQ page provides clarity on how Carl George Advisory can help your firm achieve its goals.

Can you help develop/update our strategic plan?
Yes, I can assist with developing or updating your strategic plan. A well-crafted strategic plan aligns the firm's vision with the ownership group's objectives, ensuring that everyone is working toward shared goals. Updating the plan every year is crucial in maintaining cohesion and driving consistent progress within the partner group.
Why should I have a partner compensation process?
Having a partner compensation process is essential to ensure all owners and partners are aligned and working toward the same goals. It creates consistency and transparency, aligning compensation with the firm's vision and strategic objectives. Without such a process, the partner team may lack cohesion, making it challenging to achieve the firm’s vision and objectives.
How long have you been helping firms with Mergers and Acquisitions?
I bring decades of experience in the M&A field, having participated in hundreds of transactions. Throughout my career, I have developed and refined proven strategies for achieving successful outcomes in mergers and acquisitions.
What size firms do you work with?
I work with firms of all sizes, from sole proprietorships to organizations with up to 500 partners.

Services Questions

Get detailed insights into our core services, including strategic planning, partner compensation consulting, conflict resolution, and more. Our service-based FAQs address common concerns and provide a deeper understanding of how we tailor solutions to meet your firm’s unique needs.

What are your fees?
My fees are competitive within the industry, and I provide clients with a detailed proposal outlining the steps involved and the associated costs for each phase.
Do you provide one-on-one coaching?
Yes, I offer one-on-one coaching. As a leader in the industry, I believe in the importance of mentoring and supporting current and future leaders. Many firm leaders lack a trusted confidant to help them navigate their challenges, and that's where I can make a difference. I foster an open dialogue, encouraging discussions on any topic. Drawing from my extensive experience and the lessons I've learned throughout my career, I provide insights and best practices to facilitate meaningful conversations.
Are My Coaching Sessions confidential?
Yes, all coaching sessions are strictly confidential. As a leader in the profession, I understand the importance of creating a safe space for my clients. I want you to feel comfortable discussing any issues, knowing that your privacy is respected and protected.
Can you help redesign our partner compensation plan?
Yes, I can assist with redesigning your partner compensation plan. My approach begins with a thorough review of the existing plan and system. I then gather input from all stakeholders involved in the compensation process. Using a combination of objective and subjective criteria and metrics, I help design a system that aligns with the firm’s vision and strategic goals.

Work With Carl George to Grow Your CPA Firm

Call us directly or email us!

Contact With Us
Call us: 317.850.1921
Email: carl@carlgeorgeadvisory.com Email: lisa@carlgeorgeadvisory.com
Hours
We know CPA schedules can be demanding, especially during peak seasons. Carl George understands the unique time constraints of CPA professionals and strives to provide flexible availability to accommodate your needs. Whether you’re looking for a quick consultation or have detailed inquiries, Carl is committed to responding promptly and scheduling discussions at times that work best for you. Reach out today to find a time that fits into your busy calendar!
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Regardless of the size of your accounting firm, or whether you are a new partner or seasoned managing partner, Carl George Advisory will partner with your firm to help you reach your goals and objectives.

Address
P.O. Box 6214, Fishers, IN 46038
Phone or SMS
317.850.1921
Email Address
carl@carlgeorgeadvisory.com
lisa@carlgeorgeadvisory.com
Hours
We know CPA schedules can be demanding, especially during peak seasons. Carl George understands the unique time constraints of CPA professionals and strives to provide flexible availability to accommodate your needs. Whether you’re looking for a quick consultation or have detailed inquiries, Carl is committed to responding promptly and scheduling discussions at times that work best for you. Reach out today to find a time that fits into your busy calendar!
x

Contact Carl George

P.O. Box 6214, Fishers, IN 46038

Call us: 317.850.1921

Mail: carl@carlgeorgeadvisory.com
lisa@carlgeorgeadvisory.com

We know CPA schedules can be demanding, especially during peak seasons. Carl George understands the unique time constraints of CPA professionals and strives to provide flexible availability to accommodate your needs. Whether you’re looking for a quick consultation or have detailed inquiries, Carl is committed to responding promptly and scheduling discussions at times that work best for you. Reach out today to find a time that fits into your busy calendar!