I appreciated Roy’s candor and straight forward approach. He wasn’t sales pitchy. Roy was always responsive to emails and kept a good pace with the project. Also, his team had the experience necessary to relate to law firm issues and to gain the respect of seasoned partners. Roy did excellent work, and I won’t hesitate to recommend him to other firms if the opportunity presents itself.

– Executive Director, mid-sized Sacramento, CA law firm

Roy provided what our firm was looking for; a thorough analysis of our succession planning issues. What we found particularly helpful was his knowledge and insight into what other firms are experiencing and doing in regard to succession planning and buyouts. That type of information is not readily available in order to make comparisons. His analysis of our practice areas and conclusions gave us a lot of food for thought for the months and years to come.

– Owners, small Mankato, MN, law firm

We needed some ideas about succession planning; more specifically, how to best transition our practice to our non-equity partners. We wanted to make sure that any proposed buyout was a fair one for all parties. We received thoughtful, timely and very helpful advice from Roy.

– Owners, small Minneapolis, MN, law firm