Vertex – The 21st Century Professional Services Firm Consultancy.

We thrive on hands on inter-disciplinary problem-solving led by top executives who have brought transformation, growth, innovation, positive cultural change, and augmented profitability to industry leading firms. We focus on opportunities at the intersection of strategic operations, finance, knowledge management, talent, and information technology.

Bring us your Firm's largest issues and challenges!

What We DO

Thought Partner Advisory

  • Strategy & Operations Consulting for Managing Partners, COOs, and Executive Committees

  • Organizational Design, Succession Planning, and Governance Consulting

  • Strategic Business & Financial Planning

  • Turnaround and "Bet-the-Firm" Advisory

  • Compensation Design and Advisory

  • Firm M&A and Lateral Partner Due Diligence

  • Custom Organizational Assessment of Challenges & Opportunities

  • Interim Placement or Outsourcing of COO, CFOs, CIOs, Recruiting Professionals, etc.


  • Financial Planning & Analysis

  • Economic Modeling

  • Pricing and Alternative Fee Arrangement

  • Competitor Rate Research and Advisory

  • Profitability Methodology Advisory

  • Financial Bench marking Analysis

  • E-Billing Operations and Consulting

  • Compensation Design and Advisory


  • Information Security Policy Development and Review

  • Incident response planning

  • Table top exercises

  • Cyber risk assessments

  • CCPA and GDPR Compliance

Information Technology

  • Disaster recovery and business continuity planning

  • Business and technology assessments

  • Software selection and Implementation

  • IT budgeting

  • IT strategy development


  • Financial Dashboards, Key Performance Indicators, and Tool Design

  • Reporting Design

  • Information-sharing and System Integration

  • Financial Reporting Tools

  • Intranet and Extranet Design

TALENT Development

  • Employer Branding & Flexible/Agile Working Programs

  • Leadership, Partner, and Manager Coaching

  • High-Performance Employee Career Development, and Mentoring

  • New Hire Orientation & Integration

  • Lateral Partner & Professional Staff Sourcing

  • Industry Survey Management & Development (AmLaw, Mid-Level, Vault, Chambers, etc.)

  • Secondments, Outplacement Counseling, RIF Administration

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