Baschab J., Piot J. – The professional services firm. Bible

Regardless of the size of the firm, managing partners spend approxi-

mately 10 percent of their time on business development to ensure a steady f low of new prospects and revenue stream (see Exhibit 2.2).10

Partner Billable/Nonbillable Hours.

Regular partners/vice presidents have

large time demands similar to the managing partner; however, the driver of these demands will be more client focus and staff development. Each firm will have its own economic model for partner target utilization. Time spent

28

Managing and Governing the Professional Services Firm

100

90

80

70

ge of time

60

50

40

30

Median percenta

20

10

0

Less than 5

5 to 14

15 to 29

30 to 49

50 to 99

Over 100

Number of attorneys in firm

Firm management

Business development

Practicing law

Exhibit 2.2

Managing Partner Time Allocation (average hours per week)

on other areas such as professional development, administrative tasks, and marketing will all depend on the partners’ strengths and the needs of the firm. Typically, time spent is 50 percent on billable activity, 10 percent on client relationship development, 20 percent on sales activities, 10 percent on personnel development, and 10 percent on administration. As the firm grows and the administrative management time increases, the partner will typically work more hours to keep the same number of hours in the other activities. Exhibit 2.3 demonstrates this trend.11

Partners in smaller consulting organizations spend approximately 50 percent of their time on billable work and 50 percent of their time on nonbillable work. Partners at midsize management consulting firms spend the same number of hours as their small company counterparts, yet the percentage of billable time decreases to 36 percent. Hours have been added to manage the overhead of a larger company. The trend continues to a great degree for partners of larger size firms. Again, these partners spend the same number of hours billing, yet that billable time is now only 31 percent of their workweek.

REVENUE DRIVERS.

What differentiates professional services firms

from other industries is that they bill clients for the time incurred by their

Professional Services Firm Benchmarking

29

30

20

24.2

23.4

20.3

10

Billable hours

0

10

20

27.3

30

36.2

Nonbillable hours 40

49.6

50

Small

Midsize

Large

firms

firms

firms

Exhibit 2.3

Partner Billable/Nonbillable Hours by Firm Size

(average hours per week)

professionals instead of charging for delivering a packaged product. The billing can be based on an hourly rate, a set fee for performance of a project, or a set fee for a recurring service. Revenue is a factor of the following: 1. Bill rates

2. Billable hours

3. Professional staff leverage

In addition, the following definitions of firm size are useful:

• Small: Less than $5 million in annual revenue

• Midsize: Between $5 million and $25 million in annual revenue

• Large: Greater than $25 million in revenue

Primary metrics besides these factors are used to understand revenue trends, including:

1. Utilization: Billable hours divided by hours available

2. Realization: Actual hours billed times actual bill rate divided by billable hours times standard bill rate.

3. Sales pipeline: Initial contacts through bids/proposal submitted

30

Managing and Governing the Professional Services Firm

While it doesn’t drive revenue, accounting efficiency can have a dramatic impact on it, notably:

• Are the proper billing rates being used?

• Has all time and expense incurred during a particular billing period been accurately captured?

• Was the project profitable (billed versus incurred)? If not, it is crucial to identify why and how the project could have been approached

differently.

• Is the client paying its bills? If not, do we continue working on the account?

There are two methods to develop bill rates. Most firms develop billing rates by professional staff level (e.g., consultant, associate). In the first method, they start with the level’s average direct labor cost (average salary); burden this cost with taxes, benefits, and overhead (i.e., occupancy, general administrative, technology); and add on a target profit margin. The billing rate for a particular professional staff is generally fully loaded with certain costs and a built-in profit margin.

The second method used by firms with better brand recognition or proprietary services (e.g., bankruptcy processing services) may set billing rates based on a tradition pricing curve or supply/demand approach—basically setting the bill rate as high as the market will bear. Law firms and financial consulting firms operate in a competitive marketplace with little regulation and thus may set bill rates at the level their clients will pay. However, in some professional service areas, rates may be regulated, such as the health care industry or services for the government, which dictates acceptable rates and guidelines for billing structures.

We next examine several recent studies on bill rates.

Standard Hourly Billing Rates by Staff Level.

Standard hourly billing rates

vary among different staff levels at law firms. As a general rule, equity partners/shareholders and of-counsel attorneys typically bill at the highest rates.

The biggest jump in billing rates occurs between the associate and partner levels, as shown in Exhibit 2.4.12

Median Hourly Billing Rates by Firm Size.

As the size of a law firm grows,

the median hourly billing rates increase at all staff levels. However, as Exhibit 2.5 demonstrates, equity partners’ rates increase at a greater rate than associates’ rates as the firm size increases.13

Quartile Analysis of Billing Rates by Position for Management Consulting Firms.

As Exhibit 2.6 illustrates, billing rates vary significantly: up to 25

375

315

250

231

350

NINTH

NINTH

DECILE

2,236

2,203

2,194

2,044

2,067

DECILE ($)

TILE

TILE ($)

300

275

200

200

300

AR

UPPER

AR

UPPER

1,969

1,990

2,031

1,855

1,840

QU

QU

250

230

170

165

245

MEDIAN

1,729

1,773

1,869

1,628

1,544

MEDIAN ($)

ET

RA

HOURS

ed

TILE

WER

TILE ($)

200

190

140

135

200

WER

O

ork

O

AR

1,486

1,501

1,674

1,391

1,219

tes

L

AR

W

L

a

QU

QU

tes and Billable Hoursa

GE

GE ($)

A

A

261

237

178

171

254

VER

1,744

1,751

1,842

1,630

1,534

VER

A

d Hourly Billing R

A

t (Billable) Hours

d Hourly Billing R

Standar

WYERS

355

692

WYERS

160

302

A

7,384

1,531

6,572

nnual Clien

A

Standar

A

6,466

1,098

4,322

NUMBER

NUMBER

OF L

OF L

58

Exhibit 2.4

626

324

606

101

256

588

284

544

144

NUMBER

NUMBER

OF OFFICES

OF OFFICES

eholder

eholder

tner

er

tner

er

TUS

y

TUS

y

A

w

A

w

ST

tner/shar

y par

er

ST

tner/shar

y par

er

e la

y

e la

y

w

w

y par

y par

ounsel

ounsel

ssociat

c

ssociat

c

Equit

Non-equit

A

Staff la

Of

Equit

Non-equit

A

Staff la

Of

31

32

Managing and Governing the Professional Services Firm

400

375

350

325

300

275

te (in dollars)

250

225

200

175

Median hourly ra

150

125

100

Under 9

9 to 20

21 to 40

41 to 75

76 to 150

Over 150

Number of attorneys in firm

Equity partner

Nonequity partner

Associate

Exhibit 2.5

Median Hourly Billing Rates by Firm Size

percent between the 50th and 75th percentiles and up to 44 percent between the 50th and 25th percentiles. The distribution of rates around the median is fairly tight for partner and project manager positions, although consultant and associate rates fall across a wider range.14

CONTROLLABLE COSTS.

While labor consumes 50 percent to 70 percent

of the firm’s costs, managing other costs in SG&A can still provide dramatic improvements in profits. There are specific criteria and guidelines that will assist a prudent businessperson in keeping down costs, which have PROJECT

QUARTILE

PARTNER ($)

MANAGER ($)

CONSULTANT ($)

ASSOCIATE ($)

Twenty-fifth percentile

184

144

100

70

Fiftieth percentile

(Median)

250

200

160

125

Seventy-fifth percentile

300

250

200

150

High value

750

500

350

250

Exhibit 2.6

Analysis of Billing Rates by Position

Professional Services Firm Benchmarking

33

an impact on the bottom line. Critical areas of focus in cost management opportunities are:

• Internal meetings, seminars, and training

• Travel time and expenses

• Staff expense reimbursement

As a professional services firm, it is important to train, develop, and communicate with professional and administrative staff. Staff meetings—by practice group, office, department, or firmwide—are critical, but the methods and costs of these meetings can be managed. Some suggestions for cutting meeting costs include: holding internal meetings in the office rather than at hotels or resorts; if multiple locations are involved, holding the meetings in the city where the majority of the participants reside; consolidating multiple areas/topics to eliminate multiple trips; and using videoconferencing/

web-based meetings for both internal and clients.

Although there are capital expenditure costs to videoconferencing, in the long run, it saves time and relieves employees of burdensome business travel.

Companies with multiple locations or clients in remote or difficult-to-reach locations often find videoconferencing helpful and much more personal than conference calls.

A recent analysis of a multioffice management consulting firm with revenues of $200 million determined the optimal target for meeting expenses to be 1 percent of revenue. To maintain such a ratio, managers must make specific decisions about implementing policies that reduce expenses.

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