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NY Table Talk - Law Practice Succession Planning Begins Now, Even If You’re not Ready to Retire
Wednesday, October 12, 2022, 12:00 PM - 1:30 PM EST
Category: New York

NY Table Talk - Plan for Your Law Firm's Succession Now, Even If You're Not Ready to Retire
(Virtual Event)

Without proper planning, first generation law firms tend to only last as long as their founders do. You’ve spent a lifetime building this important asset. If it’s properly managed, the sale or succession of your firm can help support your next season of your life.

In this program, you'll learn about five different transition scenarios to help maximize the financial returns from your firm, starting with the pros and cons of each one. Review a “Value Drivers” Scorecard to help you identify what adds value to your firm whether you sell it, merge with another firm or have a successor in place. This exercise can help you add thousands of dollars to your firm’s valuation. Gain perspective whether you’re interested in selling your firm, merging with another firm or looking for a successor – there are more exit strategies out there than you realize.  This table talk is being led by Shawn McNalis, Shareholder / Practice Advisor Trainer / Curriculum Director of Atticus, Inc.

About the Presenter

Shawn McNalis, Shareholder / Practice Advisor Trainer / Curriculum Director
Atticus, Inc.

Shawn McNalis is a former Imagineer with the Walt Disney Company and credits her 15-year career with Disney for her creative, collaborative approach to advising attorneys. In partnership with Mark Powers for 25+ years, Shawn is an Atticus Shareholder, Senior Practice Advisor, and trainer. With Mark, she co-authored The Making of a Rainmaker, commissioned and published by the Florida Bar in 1995, and Time Management for Attorneys: A Lawyer’s Guide to Decreasing Stress, Eliminating Interruptions & Getting Home on Time, published in conjunction with the ABA in 2008; in 2009, How Good Attorneys Become Great Rainmakers; in 2013, Hire Slow, Fire Fast and in 2020, Cashflow & Profitability.

Guest Speaker to Shawn McNalis: Lori Pulvermacher

Lori's Bio: 
Lori brings a unique mix of management, operations, marketing, sales, and succession planning experience combined with practical knowledge of business development.

Through a mix of consulting, training, and coaching, she supports attorneys who are brilliant practitioners in their pursuit to be great business professionals. Often, they are burned out, working ridiculous hours, feeling out of control, and poorly managing all facets of the business. She is passionate about assisting firm owners in finding an exit strategy that serves their long-term goals and preserves their life-long legacy.

While most of her career has been dedicated to supporting attorneys, she has also worked with business owners in the SaaS, manufacturing, consulting, and financial services industries. She joined Atticus to commit her attention to legal professionals and aid transitioning law firms.

As the longest-established law firm coaching organization, Atticus has transformed countless law practices with proven strategies to help increase profitability and cash flow, sharpen focus and prioritization, attract high-value clients, and build a great team.

Lori is an active volunteer and board member for multiple organizations, a youth sports coach, and a wife and mother of two.

This WOL Table Talk is free to members and their guests.  Individuals who are not guests of WOL will be charged a nominal fee.

Please Register by October 12, 2022.

Register Now