UPCOMING EVENTS
Business for Breakfast
Working Towards No Longer Having to Work
We’ll help guide you towards a “work-optional” lifestyle by sharing best practices and planning tips, as well as methods for avoiding critical investment mistakes.
Business for Breakfast
Succession Planning #3: How to Make Implementation of a Sale Successful
In this session, we will provide tips for the transfer of day-to-day responsibilities and strategies for ensuring the retention of current clients.
Business for Breakfast
Succession Planning #2: Options for How to Sell a Firm & How to Fund a Purchase
In this session, we will examine basic succession strategies, dealing with death & disability and some of the possible funding options for a buy-out.
Business for Breakfast
Succession Planning #1: Preparing Your Firm for Sale or Transition
In this session, we will discuss the initial steps of defining the firm, identifying the key players and determining what the firm may be worth.
Business for Breakfast
Retirement Plans for Law Firms: Choosing the Right Plan for Your Firm
From 401(k)s to SIMPLE IRAs, there are a number of different retirement plan options available to law firms. Choosing the right retirement plan for your firm is important and can be a confusing task.
Join us as we discuss the details of various retirement plans and weigh the pros and cons for law firms. You'll walk away with a clearer understanding of your options so you can take full advantage of the benefits available to you.
Build Better Processes - Workshop #1
The What, When and Why of Processes:
This session answers some of the very basic questions about process, such as
What are the warning signs that you need a better process?
When does a good process become a best practice?
Why bother building better processes?
Process, procedures, SOPs? What’s the difference?
Business for Breakfast
Short-term Strategic Planning for 2022
While 2020 was major adjustment for many firms and attorneys, 2021 is an excellent time to reset and reinterpret how you maximize your skills moving forward. In an ever-changing business climate, this preparation will allow you to move into 2022 with a solid plan for short-term growth and development.
During this session, we will review how to define and document a new direction for your practice. Additionally, we will detail the best practices for implement your 2022 growth strategy, bringing you closer to your overall goals for success.
Adapt & Thrive in 2021: Build Better Processes #2
Workshop #2: How to Improve a Process
One of our clients said it best – “I am surprised at how many business problems you can solve when you carefully write down your procedures and talk with your staff about how they could be accomplished better.” In this session, we will consider exactly how to do that.
Business for Breakfast
Tax Minimization for Attorneys and Law Firm Owners
Looking for ways to reduce your tax liability? Join us as we discuss tax minimization strategies uniquely designed for attorneys and law firm owners.
In this session, we will discuss how the right business structure and retirement plan can save you thousands in taxes, how contingency fee attorneys can defer compensation to reduce taxes, how life insurance can help you reduce taxes, and much more tailored specifically to the legal profession.
Adapt & Thrive in 2021: Build Better Processes #1
Workshop #1: The What, When and Why of Processes:
This session answers some of the very basic questions about process, such as
What are the warning signs that you need a better process?
When does a good process become a best practice?
Why bother building better processes?
Process, procedures, SOPs? What’s the difference?
Build Better Processes - Workshop #1
The What, When and Why of Processes:
This session answers some of the very basic questions about process, such as
What are the warning signs that you need a better process?
When does a good process become a best practice?
Why bother building better processes?
Process, procedures, SOPs? What’s the difference?
Build Better Processes - Workshop #1
The What, When and Why of Processes:
This session answers some of the very basic questions about process, such as
What are the warning signs that you need a better process?
When does a good process become a best practice?
Why bother building better processes?
Process, procedures, SOPs? What’s the difference?
Business for Breakfast
Retirement Strategies for Solo & Small Firm Attorneys:
As a successful attorney, you've invested large amounts of time, capital, and energy to get where you are. But those long nights and tough cases have left you little time to plan for your future. Join us as we reveal retirement planning strategies solo and small firm attorneys can use now to prepare for a secure retirement.
We'll discuss the 3 essential steps you should take to plan for retirement, how to calculate exactly how much money you need to retire comfortably, and how to maximize the value of your firm.