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Strategic Planning and Execution:
- Partner with founders to execute integration plans.
- Manage multiple initiatives, align stakeholders.
- Translate vision into measurable results.
Creating Replicable Processes:
- Refine Windsor Path’s integration playbook.
- Develop repeatable tools, templates, processes.
- Enable faster, consistent experience.
Change Management:
- Navigate the human side of change.
- Implement change within each firm's context.
- Require creativity, flexibility, and strong judgment.
Windsor Path
Windsor Path, founded in 2024, is a fast-growing ecosystem of premier accounting and tax firms backed by a family office. They accelerate the growth of member firms through talent, technology, and operational infrastructure, preserving their character and autonomy.