Special Projects
We map, document, and overhaul your most critical processes—delivering clear SOPs, training materials, and simple implementation guides so your practice finally runs smoothly and consistently without you in every detail.
We create your bulletproof legacy playbook: a trusted-partner declaration, full takeover/transition roadmap, physical or digital legacy handbook, and coordinated handoff with your CPA, attorney, and key advisors—so your life’s work is protected no matter what.
We fully own your key hire: sourcing and screening candidates, conducting deep evaluations, coordinating interviews, presenting you the top 3–5 finalists, and handling offer negotiation—so you get the perfect team member without the chaos.
We handle the people side of your merger or acquisition: discovery interviews, culture alignment plan, 90-day integration roadmap, combined org chart, communication strategy, and retention protocols—so the new entity feels unified and productive from week one.
We build your complete strategic growth plan: a clear 12-month growth roadmap, a prioritized 90-day action plan, and the ideal organizational chart.
We build a complete new-hire onboarding system: a 30/60/90-day framework, role-specific training plans, and all required documentation—so every new team member hits the ground running and embodies your standards from day one.
Pine Shore Partners would love to customize a special project for your individual business needs. Please reach out and tell us how we can help your business operate better!