Accelerate Client Outcomes Through Leadership Excellence

Develop high performing, engaged teams that drive business growth, deliver high-value client outcomes and build future leaders within your firm.

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Greg A Engel, Former Vice Chair Board Director, KPMG US

“The Meritage team have been exceptional partners in elevating the leadership capabilities of our senior professionals at KPMG.

In delivering our cornerstone leadership program, we needed a long-term partner, and Meritage was the clear winner to deliver programs at all levels (Partner to Senior Manager) starting what would become an extremely valuable 8+ year partnership.

Meritage’s unique ability to translate insights of the Enneagram into enhanced performance has led to profound growth, fostering a culture of empathy and insight across the firm. The impact of their work is evident in how we collaborate internally and with our clients and has sparked lasting change that continues to drive leadership excellence.”

KPMG

Greg A Engel

Former Vice Chair/Board Director, KPMG US

Effective leadership drives client satisfaction and internal growth.

Professional services firms face the dual challenge of managing high client expectations while developing the next generation of leaders. Success depends not only on delivering high-quality services but also on building cohesive, empowered teams that are aligned with business objectives and prepared to step into leadership roles.

Without effective leadership, professional services firms can experience:

A lack of future leaders ready to take on greater responsibilities and drive overall growth.

Difficulty in managing complex client relationships while retaining talent and growing the firm.

Inconsistent service delivery due to gaps in leadership and team alignment.

In consulting, business acumen is essential, but true leadership in professional services means balancing high client expectations with the development of future leaders, ensuring both exceptional service and sustainable firm growth.

Transform your firm with customized leadership development programs from Meritage.

Meritage Leadership partners with professional services firms to develop leaders who can manage complex client demands, foster innovation, and drive internal growth.

Our tailored programs offer a blend of:

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360 assessments, psychometrics, and group workshops that focus on enhancing leadership capabilities.

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Workshops on effective delegation, influence and persuasion, team engagement; and many more equipping leaders to inspire their teams, and drive business results.

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Leadership coaching designed to empower leaders to balance client-facing responsibilities with internal talent development.

Meritage Leadership focuses on strengthening leadership across all levels, ensuring that teams are equipped to meet client expectations while fostering the next generation of firm leaders.

Hear From Our Top Clients

Meritage has a unique ability to engage every member of our senior team on a leadership growth journey that far exceeded our expectations.

The tools, methodology, and insights have and will continue to drive significant changes in how we run our firm and engage the rest of our staff. What made Meritage stand out was the trust they’re able to create.

This is the gold standard of leadership programs.

Divesh Makan

Managing Partner, ICONIQ Capital

When I inherited a large, new team at Oracle, I brought in Meritage to establish the onboarding strategy. I was filling the large shoes of a former GM who was well respected—which can typically be a difficult situation!

Meritage drove success in our business by helping us learn our working styles through the Enneagram assessment process and by guiding us to develop strong models for understanding and collaboration. Our engagement with Meritage was an essential part of our turnaround strategy for the business.”

Rob Tarkoff

EVP & GM, Oracle Corporation

Meritage helped me to create strategies for staying focused amidst ever-shifting priorities and challenges.

With their help I was able to get a different perspective on my responsibilities, my team and my goals.

Meritage really helped me get my leadership and my team to a new level!

Nick Rockwell

CTO, Conde Nast

“The Meritage team is intuitive and a quick study when it comes to reading a team and their dynamics. They have helped take a team I inherited that was full of dysfunction and pull them together into cohesive group.

Meritage not only provided me with individual coaching, but combined it with group work that my team found extremely helpful.

J. Harper

SVP of Global Clinical Affairs & CTO, KCI Inc (now 3M)

Meritage has been an exceptional advisor.

As our group went through a major reorganization, the insights and tools they brought have transformed the way we work, and set us on the path to becoming a high performance organization.”

Marc SpeicherT

former Global Chief Marketing Officer at L’Oreal, current Global Partner Lead at Google

Meritage has the rare ability to balance absolute candor, supportive encouragement and incredible listening skills to their clients.

Their persistence, and high IQ, and EQ approach provides context to what is a very rewarding process.”

J. Johnson

COO, Managing Partner, Capricorn Investment Group

We’ve found our coaching with Meritage productive. The curated nature of the process really engaged our executive team and had everyone interested.

Enneagram types have entered our daily language, which helps us think about what drives each other and what triggers each other!”


Elliot Noss

CEO, Tucows

Meritage has a unique ability to engage every member of our senior team on a leadership growth journey that far exceeded our expectations.

The tools, methodology, and insights have and will continue to drive significant changes in how we run our firm and engage the rest of our staff. What made Meritage stand out was the trust they’re able to create.

This is the gold standard of leadership programs.

iconiq
Divesh Makan

Managing Partner, ICONIQ Capital

When I inherited a large, new team at Oracle, I brought in Meritage to establish the onboarding strategy. I was filling the large shoes of a former GM who was well respected—which can typically be a difficult situation!

Meritage drove success in our business by helping us learn our working styles through the Enneagram assessment process and by guiding us to develop strong models for understanding and collaboration. Our engagement with Meritage was an essential part of our turnaround strategy for the business.”

Oracle
Rob Tarkoff

EVP & GM, Oracle Corporation

Meritage helped me to create strategies for staying focused amidst ever-shifting priorities and challenges.

With their help I was able to get a different perspective on my responsibilities, my team and my goals.

Meritage really helped me get my leadership and my team to a new level!

conde nast
Nick Rockwell

CTO, Conde Nast

“The Meritage team is intuitive and a quick study when it comes to reading a team and their dynamics. They have helped take a team I inherited that was full of dysfunction and pull them together into cohesive group.

Meritage not only provided me with individual coaching, but combined it with group work that my team found extremely helpful.

KCI Inc
J. Harper

SVP of Global Clinical Affairs & CTO, KCI Inc (now 3M)

Meritage has been an exceptional advisor.

As our group went through a major reorganization, the insights and tools they brought have transformed the way we work, and set us on the path to becoming a high performance organization.”

L'OrealMarc Speicher

former Global CMO at L’Oreal, current Global Partner Lead at Google

“It is rare to find someone that combines the sensitivity, intelligence, and boldness to propel you beyond what you ideally think you are capable of.

Meritage does that. This firm is the adviser you want on your side.

Investing to accelerate your leadership is the most powerful step you can take to scale your business.”

OutthinkerKaihan Krippendorff,

Speaker, Consultant and Author, Outthinker

Ready to elevate your leadership development program?