Engagement path for branch decisions

A clear sequence for expansion planning consulting with regional professional firms—so partners know when interviews, field days, and the final brief arrive.

1

Discovery interviews

We meet partners and practice leads to name the cities already under discussion, travel limits, and non-negotiable coverage rules. Client-origin extracts are requested in the same week.

2

Demand mapping & field days

Addresses become district clusters. Shortlisted areas receive walking days with the partner who would cover the branch—referral corridors, premises stock, and commute reality included.

3

Staffing & lease gates

Workshops lock a partner rota for the first eighteen months and place lease timing after coverage is credible—not before.

4

Expansion brief handover

You receive a written plan with decision gates, owner names, and a twelve-month opening calendar suitable for partnership votes and finance review.

Where sessions happen

Kickoffs and workshops often run at our address on Yung An Rd. in Tainan City. Field days travel to the candidate districts you shortlist—whether that is another part of Tainan, Kaohsiung, Chiayi, or further north.

Remote check-ins keep partner calendars manageable between on-site blocks.

Bright meeting room prepared for an expansion planning workshop