Articles

Succession Planning for Small Law Firm Owners: The Associate Buyout
Bench & Bar of Minnesota
November 2017
Bench & Bar - PDF

Succession Planning: Rewarding the Senior Lawyer
Bench & Bar of Minnesota
July 2016
Bench & Bar - PDF

Strategic Planning for Small Law Firms
Bench & Bar of Minnesota
January 13, 2014
Bench & Bar - PDF

Selling Your Law Firm: What's It Worth?
Bench & Bar of Minnesota
November 14, 2012
Bench & Bar - PDF

When I'm 64: Lawyers Want to Stay "Needed" in Their Retirement Years
The Hennepin Lawyer
August 26, 2011
PDF

Successful Succession: Keep Your Best Clients When Boomer Lawyers Leave 
Bench & Bar of Minnesota

Vol. 68, No. 7 | August 2011
Bench & Bar - PDF

A Second Bite of the Apple: Preserving Income in Retirement
Bench & Bar of Minnesota
Vol. 67, No. 5 | May/June 2010
Bench & Bar - PDF

In its simplest terms, we hired Roy to help plan our future. He listened to our concerns, analyzed our inputs after pertinent questioning on his part and then did an excellent job summarizing the issues our firm must meet to make forward progress. …" Read the rest
– Owners, U.S. Virgin Islands, law firm

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