

Because the business is split across multiple offices, there was an issue with communication and connectivity.
We were all busy doing our own thing. We were almost like a series of islands.
We were working incredibly hard and pushing towards the same aim, but we didn't have the time to get together and concentrate on what we were trying to achieve or what the purpose of it all really was.
Days became weeks, weeks became months and months became years.
We realised that we needed an independent person to help bring us together and make sure we had regular meetings in the diary.
Previously, a client meeting, a new matter or a meeting with an introducer would usually take priority because it could lead directly to income.
The operational things would take a back seat.
The process gave us a focal point and helped us make sure we actually followed through with the conversations and actions we needed to take.
Richard and I were having a pint one day and talking specifically about our eventual exits from the business.
It was a conversation we'd had every now and then. We realised that unless we did something, we'd probably be having exactly the same conversation in another 12 months.
We were both busy in a successful business, but the status quo was going to remain.
That was the moment we sat down and said, "Let's make this happen."
We needed a path, a timeline and something that would make us work towards a particular goal.
The regular sessions meant we had to go away and carry out actions. There was accountability, in a good way.
I approached the process with a little cynicism. I was concerned about the time, money and energy involved, and whether everybody would put in the effort.
Those concerns soon disappeared. The process got underway in a way that meant everybody bought into it, which was incredibly important with four people involved.
From a financial perspective, we've had 60% growth in operating profit, which far surpassed anything I thought would occur.
Just as important have been the cultural changes: the connectivity between the partners, the dialogue and having some structure.
We're not working harder. We're working smarter. We know what we're trying to achieve.
We've achieved that 60% growth without extra headcount.
The day-to-day has improved as well. We were over-busy and running around, without enough time to dedicate to the things you need to dedicate to a business.
We're still doing some fee earning, but we're now spending much more time on management.
One of the biggest improvements has been in our residential property department.
It's always been a tricky area because it's affected by the economy, market conditions and legislation changes.
We had an issue with a particular introducer that was starting to swamp the department and affect some of our existing relationships.
Through regular dialogue and looking properly at the figures, we came up with a solution.
We ended that relationship and concentrated on our existing independent introducers. We increased our average fee and returned to a structure that suited the business better.
That part of the business is now thriving.
As a result of reshaping residential property, we projected around £500,000 in additional profit from that department.
It also enabled one of the directors, who had been working across both commercial and residential property, to move away from residential work and concentrate on commercial.
I estimate that shift could increase the commercial department's revenue by around £200,000–£300,000, without extra headcount.
It also makes my life easier and improves my work-life balance.
The culture in the business has shifted hugely because we're more involved in management.
We've introduced more regular communication and monthly meetings, often using Teams for people working remotely.
We don't want meetings for the sake of meetings. We still trust people to get on with their work, but we've recognised that there needs to be a balance.
I think the increased communication has given people a lot of confidence
We're much more honest about who should be doing what.
Previously, we might have duplicated things or all tried to do tasks that weren't necessarily suited to our individual skill sets.
Now we recognise that if somebody is better at business development, they should focus on that. If somebody is better at administration, those responsibilities should sit with them.
It's about having the best person for each particular role.
I think the cultural changes wouldn't have happened, and we would probably still be in the same position.
We would have been planning things, but not necessarily implementing the changes we discussed.
We weren't running a bad business. We weren't bad business people. We were just busy business people.
We needed something to bring us together and give us focus.
The process enables honesty, dialogue and self-reflection.
It makes you ask some basic but important questions:
- What do you want from your business?
- What do you want from your life? What are you trying to achieve?
When you're caught up in the day-to-day, you don't always stop and ask those questions.
In law, there's an ethos that you have to be busy all the time. It's about hours, targets and who has worked the hardest.
This process has made me think differently.
If you're running a better business, making more profit, able to take time away and have other people looking after the day-to-day, that's something to celebrate.
We should be celebrating a more profitable, happier business, not saying, "I've done another 60-hour week."
I was probably the most cynical at the beginning.
What surprised me was John's ability to extract openness and honesty from everybody involved.
Having somebody impartial, who doesn't know the people involved at the start,
makes it easier for people to speak openly without feeling judged.
The questions made me reflect on things I hadn't necessarily questioned before.
If there's any cynicism like I had, give it a go.
All you're losing is some time and energy, and you won't regret it.
At the end of the first session, you'll be happy you did it.
It's been interesting and it's been fun, which is important to me. Life is short.
It's made people think about what they want and why they're doing this.
When you're running your own business, it's a huge part of your life. You need to think about what you're doing it all for.
For us, it's about working smarter and making more money, but doing it in a way that's enjoyable and fun and doesn't have to be stressful.

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