Economics & Institutional Design of Professional Services

Artificial intelligence, private capital, consolidation, global delivery and changing client economics are reshaping professional-services firms.

I am an independent advisor and analyst working with boards and executive teams to understand where their economics, governance and operating models no longer fit the firm they are becoming, and decide what needs to change.

How I work with boards

Most engagements start with one of two questions.

How well do we understand our economics?

That normally starts with an Economic Reality Review and, where the evidence points to a design problem, can progress to Economic Portfolio Architecture.

What do structural changes in professional services mean for our firm?

That normally starts with a Future of Professional Services Board Session and can lead to focused Strategic Workshops.

Selected engagements continue as Strategic Advisory. Where a major transformation is already underway, the Transformation Reality Review provides a separate entry point.

Future of Professional Services

An independent perspective on the structural changes reshaping professional services and what they mean for the firm.

The sessions give the board a shared frame of reference and identify the strategic questions that now need to be answered.

Learn more about Board Strategy Sessions

Economic Reality Review

A fact-based analysis of the actual economics of clients, services, teams and institutional costs.

The review reveals where conventional metrics may conceal cross-subsidies, structural costs or economically unsustainable work. It creates a robust foundation for decisions about portfolios, investment and operating models.

Learn more about the Economic Reality Review

Economic Portfolio Architecture

A fact-based redesign of the economic architecture of client, service and team portfolios.

It shows where different business models within the same organisation require different management, investment and operating models. The result is a robust foundation for decisions on portfolio direction, operating models, technology and AI, governance, KPIs, incentive systems and profit pools.

Learn more about Economic Portfolio Architecture

Transformation Reality Review

An independent assessment of critical transformations before operational problems become strategic or financial damage.

The review examines whether objectives, economic assumptions, governance, capabilities and execution are aligned, and identifies the decisions required.

Learn more about the Transformation Reality Review

Research meets operational experience

My advisory work combines more than 20 years of transformation experience with an independent research programme focused on the future of professional services.

I have led major transformations with budgets exceeding CHF 30 million and teams of more than 100 people. My work has included Big Four firms, international professional-services organisations and global financial institutions.

Through case studies and industry analysis, I examine how artificial intelligence, private equity, consolidation, platform economics and changing client expectations are reshaping the industry. This research is complemented by confidential work with individual firms and conversations with senior leaders across the Big Four and international mid-tier firms.

This allows me to connect visible market developments with the economic and operational realities inside firms.

Latest research and case studies

My research on professional-services firms, private equity, platform economics, global delivery models, and transformation governance informs the work I do with boards. It is not separate from my advisory work. It is the intellectual foundation behind it.

What Will Clients Still Buy? How AI Is Redrawing the Boundary of Professional Services

Professional services firms have spent the past several years examining what artificial intelligence will do to their own operating models. The questions are becoming familiar. How much professional work can…

Case Study 44: PwC, Evergrande and the Boundary of the Global Firm

When China Evergrande Group collapsed, the immediate questions were about the company. How had one of China’s largest property developers accumulated such an extraordinary debt burden? How had its reported…

The AI Capability Layer: Who Will Own the Infrastructure Behind AI-Enabled Professional Services?

For several years, the artificial-intelligence discussion inside professional services has focused primarily on what individual firms are building. Deloitte, PwC, EY, KPMG and their competitors have invested heavily in internal…

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