We engaged our TPCI advisors at a critical time in our firm’s history when we needed a more formal infrastructure and operating capabilities to meet increasing marketplace demands. Through the Partnership Charter process and the expert help of our “Guides,” we were able to crystallize our firm’s long-term vision and have the necessary conversations to align our personal styles, values, and strengths against reaching this vision. Our Partnership Charter clearly laid out the structures we needed for our firm and gave us a roadmap and milestones to track our progress as we became more successful. We are grateful for their partnership expertise, their guidance, and the high quality of service they delivered throughout the process.