News & Analysis as of

Succession Planning Client Services

IR Global

Boost Client Acquisitions: A Guide for Business Advisors

IR Global on

As a business advisor, understanding the succession process for business owners can significantly benefit your ability to attract and build a business owner practice successfully. Long-term thinking can be complex for some...more

IR Global

Finding Opportunities in Client Files – A 7-step Process

IR Global on

A huge opportunity for Accountants is to use their knowledge of a Client’s businesses to identify new opportunities. However, this will not ‘just happen’....more

ClientsFirst Consulting

Strategic Marketing Insights for Small- and Mid-Size Law Firms: Highlights from Our Latest Webinar

In the competitive landscape of the legal sector, the right marketing strategies can set a firm apart. For small- and mid-size law firms, with less resources and budget, this differentiation is crucial. With ever-evolving...more

Dunlap Bennett & Ludwig PLLC

How To Love The Practice Of Law: Strategies For Being Happy As A Lawyer

There are countless articles about why the practice of law is stressful and why lawyers stop practicing law. The top reasons lawyers burn out include stress and work-life balance. The root causes of stress and work-life...more

LawVision

A Year of Shifting Winds – and Some Thoughts for the Year to Come

LawVision on

As we enter the final countdown to the end of 2022 – hard to believe another year has come and gone! – there are lessons to be learned from where we’ve been. This year might go down as the “year of shifting winds” for the...more

LawVision

The Next (Foreseeable) Disruption for the Legal Industry

LawVision on

To say that we are in a period of change and transition is an understatement.  About a year ago, we all went home, the IT professionals in all law firms proved they were worth their weight in gold, and most law firm...more

LawVision

10 Questions That Need Answers for a Successful 2017 (and Beyond)

LawVision on

At about this time last year, I wrote a blog about 10 Projects That Can Produce Big Results in 2016. My goal was to get each reader’s firm to focus on one signature project from a “menu” of options that would have a positive...more

LawVision

Succession Planning: What the “Successor” Values

LawVision on

In my most recent blog, The Art of Succession Planning – Thoughts on How to Start, I shared tips gleaned from observing a “model firm” on how to successfully start and integrate succession planning. All too often, partners...more

LawVision

The Art of Succession Planning – Thoughts on How to Start

LawVision on

“Succession” has been an extremely hot topic this year. For many firms, it seems succession planning is the Holy Grail, but why? Maybe it is hard to know where to start. Maybe it is hard to find the time to fit it in. Maybe...more

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