Success Stories
- Clarified a stronger market position in a crowded accounting category
- Established Directions to Prosperity as the firm’s strategic brand platform
- Used Pretium to assess brand value and strategic opportunity
- Expanded the engagement into ongoing strategic marketing and visibility support
- Raised visibility and market credibility, helping attract merger interest from PKF O’Connor Davies, a top-10 CPA firm
LB Goodman was ready for growth, but needed a stronger strategic foundation for differentiation, visibility and long-term value.
- Culture work opened a broader strategic conversation
- Clarified distinction around trust, expertise and partnership
- Established Directions to Prosperity as the firm’s brand platform
- Used Pretium to sharpen visibility and growth priorities
- Extended the work into ongoing strategic marketing support
“Jennifer and her team transformed our firm. We became a recognizable brand, and every aspect of who we are was addressed.”
-David J. Goodman, CPA, MST
Managing Partner, LB Goodman & Co.
Managing Partner, LB Goodman & Co.