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. …"
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A key aspect of any law firm succession plan is keeping the firm’s best clients when the rainmakers are gone. As more Boomers retire or start their winding down efforts, concerns about client retention and proper compensation are at the forefront of succession plan conversations.
Roy is a lawyer by training and trade. He has 30-plus years of experience practicing and representing clients in a variety of environments: big law firms, small firms, in-house counsel and solo practice. He still practices part-time in a solo practic…