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Professional Insights

Right-Sizing Small Town Firms

Mar 24, 2025 · 5 min read

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The idea of firms evaluating, or “right-sizing,” their client base is an exercise of strategic planning involving firms assessing their current clients and evaluating whether they have the capacity to deliver high-quality services while maintaining profitability and sustainability. This can become more daunting for firms within close-knit communities, where maintaining both relationships and a balanced yet bearable client base is key to long-term success. Here is a more detailed roadmap for small-town firms to effectively refine their client base while

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