Management Services Organization
Steady support for the business of professional practice.
Montview Group provides marketing, operations, technology, and administrative services to its client practices, so their professionals can concentrate on the work only they can do.
What an MSO does
The business runs alongside the practice, never in place of it.
A management services organization takes on the non-professional side of running a practice: marketing, operations, technology, and administration. The practice keeps full responsibility for its professional work. Montview supports the business around it.
Montview provides business and administrative services only. We are not a law firm, we do not practice law, and we do not give legal advice.
Montview handles
- Marketing planning, media, and online presence
- Day-to-day operations and vendor management
- Technology selection, setup, and reporting
- Administrative and back-office support
The practice retains
- All professional judgment and advice
- Every legal or professional decision
- Relationships with the practice’s own clients
- Final approval of anything published in its name
Services
Four areas of support, scoped to each practice.
-
Marketing & Growth
Planning, buying, and managing the marketing a practice needs to be found, with clear reporting on where the budget goes.
-
Operations & Administration
The day-to-day business functions behind a practice, including staffing support, vendors, facilities, and back-office processes.
-
Technology & Data
Selecting, implementing, and maintaining the systems a modern practice depends on, and making the data in them usable.
-
Compliance-Aware Support
Business support designed around the professional rules our clients operate under. We don’t interpret those rules or replace the practice’s own counsel.
How engagements work
A deliberate start, then steady work.
Every engagement is shaped around the practice. The order stays the same: understand first, agree on scope, then do the work and report on it.
-
Step 1: Conversation
We start by listening: how the practice runs today, what’s working, and where the business side is pulling attention away from the professional work.
-
Step 2: Assessment
We review the relevant operations, marketing, and systems with the practice’s team and put what we find in writing.
-
Step 3: Defined scope
Together we agree on which services Montview provides, who owns each responsibility, and how we’ll report on the work.
-
Step 4: Ongoing partnership
We do the work, report on it regularly, and revisit the scope as the practice’s needs change.
Start with a conversation.
Tell us about your practice and where the business side is taking more of your time than it should. We’ll listen first and give you an honest view of whether Montview is a good fit.
Contact Montview