Firm Governance

Sound governance practices and structures are foundational to engage stakeholders and demonstrate strong leadership.

[ Firm Governance ]

We help to strengthen governance bodies through the development and implementation of:


Organizational Structure, board structure, and best practices


Role clarity among shareholders, principals, and the board


Board training, performance assessments, and on-boarding


Flexible shareholder agreements


Leadership skills development workshops


Coaching, leadership advisory services and decision support

[Board Practices ]

High performing firms invest in developing clear and aligned governance
practices and expectations

A Unique Governace Role

A governing body plays an essential unique role in ensuring the longevity of a business.  When Boards tell us that their governing process is not working well it often is a result of  diluting focus from longer term strategic issues to immediate  operational concerns.

Greenway has expertise in helping firm leaders align their Boards’ focus and priorities in order to leverage their  unique fiduciary and  ethical role to  ‘direct and protect’ the firm.

Governing Board Services:


Board Effectiveness Reviews and Assessment


Board Charters


Best Practice and Board Mechanics


On-Boarding New Directors


Authorities and Accountability Matrix


Establish C-Suite and Director Criteria and Election Facilitation


Assess policies for ongoing relevance and that enable a performance culture


Establish Incentives that motivate long term performance

[ Organizational Structure ]

Firm organizational structure must reflect and reinforce the firm’s long-term
vision, values, and desired culture

Alternative Business Structures

We help firms to efficiently and methodically delineate and weigh the pros and cons of
alternative business structures and organizational forms and the interrelated impacts on
staffing, leadership models, and workflow processes.

Armed with a customized set of goals and benchmarks, an organization can then refine
organization structure that is optimized for the way in which they conduct business.
Greenway helps simplify owners’ consideration of the interrelated financial, tax, and legal
elements of alternative corporate structures including personal corporations, C-
corporations, S-corporations, LLCs, Partnerships, and ESOPs.

We have advised many ESOP-based AE
practices and we are familiar with the
special cultural, structural and valuation
nuances of ESOPs.

We frequently serve as a team leader to integrate and interpret the advice and
recommendations received from the firm’s tax, accounting, human resource, and legal
advisors in order to design and implement an agile and resilient organizational structure.


Greenway can help your firm to strengthen its governance practices in service to great design.

  Explore Additional Resources

Firm Governance: Case Study

Turning Policy into Performance

Winning Strategies fo Best in Class