Scaling smarter: Operational excellence for future-proof firms

❓ Where can you use automation to reclaim time and eliminate bottlenecks in your workflows?

❓ How do you design connected, customizable workflows that adapt to the needs of your team?

❓ How can integrated systems unlock growth, improve visibility, and support smarter decision-making at your firm?

In this video, Joe Carufe (Karbon) leads an insightful conversation with special guests, Terri Warren (Innovative Ops) and Chris Williams (System Six), as they explore practical, proven ways to streamline your operations using automation, APIs, and integrated systems.

You'll learn how to reduce manual work, increase efficiency, and ultimately grow your firm by building smarter, scalable systems, tailored to the unique demands of your firm.

This is part one of the six-part series 'Your firm's future: Buy, sell, or build.'

This webinar series, presented by Practice Marketplace by Karbon, stars Joe Carufe and an exciting mix of special guests. Together, they'll share practical strategies for M&A, exits, and building for what’s next, empowering you to grow, transition, or sell your firm with confidence.

Explore the series.