Law Firm Appraisal Testimonials

I just turned seventy and own a small firm with a seven figure corporate practice. There were a lot of moving parts as I was trying to determine my best exit strategy and I knew I couldn’t do it alone. Roy quickly grasped the nature of my practice and provided an easy to understand appraisal of its value and suggested next steps. I was extremely pleased with his services. He did a great job!

– Small law firm owner, San Diego, CA

I liked Roy’s approach to the valuation of my immigration law firm, as it took into consideration more than just numbers. The report was put into layperson’s terms so that everyone involved in the transaction could easily read it and understand it. I gave Roy a short turnaround time near a holiday and I really appreciated his prioritizing it to meet that timeframe.

– Small law firm owner, Mid-South

I thought Roy’s appraisal would be only based on prior years' profits, but he went far beyond that in analyzing my personal value to the firm to determine how much value would be “lost” if I was no longer the owner. That was a good way to look at value since my departure is definitely part of the deal. His methodology for reaching the valuation was well-reasoned and persuasive and the report he prepared was very comprehensive.

– Small law firm owner, Winston-Salem, NC

I hired Roy to appraise a law firm that I was thinking of buying. The process of working together was simple and straightforward. The information gathering process itself was helpful for me because it forced me to analyze the positioning of my own practice. I enjoyed the zoom calls with Roy and found them to be productive. The appraisal report was a fascinating read because it outlined a methodology. Perhaps most importantly, I appreciated the brutal honesty delivered in a genial manner.

– Solo practitioner, Plymouth, MA

I hired Roy to appraise my estate planning firm. I really appreciated his openness and easy manner in discussing possibilities and problems in valuing my law practice. That all practices are not the same. That value is dependent upon the type of law primarily practiced, type of firm, manner of proposed sale and purchase, etc. Roy certainly knows what he’s doing.

– Solo practitioner, Ocala, FL

When I started my work with Roy, I was impressed with the data he needed to understand my family law practice and the quality of the report he generated. My other advisors were especially impressed with Roy’s report. Keep up your good work! Thanks again.

– Solo practitioner, Wichita, KS

Roy provided exactly what I needed. I knew there was no precise formula to value my firm, but I still wanted a sense of how to go about it as best we can, and he delivered. Roy was also very easy to work with. He was responsive and reliable throughout the time we worked together.

– Small law firm owner, Columbus, OH

What I appreciated the most about Roy’s services was that he has a very pragmatic approach to the exit strategy process, and didn't add any fluff. It was very helpful for us to have an idea of the value of the practice so that we can use that information for the rest of our retirement plans.

– Small law firm owners, San Luis Obispo, CA

Roy is clearly well-versed and experienced in appraising and the buying and selling of law practices. His assistance was invaluable when deciding how to exit my niche real estate practice.

– Small law firm owner, Coastal AL

What I liked most about Roy was the simplicity and ease of working with him. He had a good grasp of how a small (solo) practice works, as well as a thorough understanding of my estate planning practice. His thorough appraisal report for me was, of course, a valuable “marketing tool.” Overall, I’m very grateful for having had the opportunity to work with Roy.

– Solo practitioner, Jackson, WY

I hired Roy to appraise a workers’ compensation firm and for his advice during negotiations. His efforts were informative, effective and always done promptly. Overall, I was very happy with Roy’s services.

– Small law firm owner, West Palm Beach, FL

I hired Roy so I can get my hands around what my debt collection law firm was worth. I already had a buyer in mind, but didn’t know where to start when it came to my price. His appraisal was very straightforward and was extremely helpful to close my deal.

– Small law firm owner, Anaheim, CA

I hired Roy to value my firm because of his experience in this area and his background as an attorney. His appraisal was logical and his analysis was succinct. The fact that Roy’s report provided a range of values, rather than precise number, created an intellectually honest and credible work product. Overall, Roy’s appraisal was very helpful to put my exit strategy deal together.

– Small law firm owner, Phoenix, AZ

I needed an appraisal for an insider deal for my plaintiff personal injury practice. I couldn't thank Roy enough for his comprehensive report. His appraisal was clear, concise, well-written and most enlightening.

– Small law firm owner, San Jose, CA

I found Roy to be both professional and knowledgeable. I am grateful for the guidance he provided as I navigated uncharted waters when exiting my litigation practice.

– Small law firm owner, Worcester, MA

My partner and I hired Roy because we recognized the difficulty of valuing our immigration practice. I liked the fact that he had definite ideas about how to value it. His valuation proved to be an excellent jumping off point to determine our exit strategy.

– Small law firm owner, Denver, CO

I hired Roy to help me value my criminal defense firm with the idea of passing it along to my senior associate. He forced me to pay attention to facets of the practice that I had overlooked. When all of his suggested changes have been implemented, I plan to rehire Roy to help start the actual transition.

– Small law firm owner, Madison, WI

I am a partner is a small boutique trade and customs law firm, along with one other partner. I hired Roy to get a more objective view of what our practice is worth in anticipation of negotiating a buyout of my other partner. His appraisal provided all of the information that I was hoping to receive and did so in a very timely manner.

– Small law firm owner, San Francisco, CA

I liked that Roy’s appraisal services were comprehensive. Not only did he offer to help with the sale, merger, etc. Roy also offered to stay in touch with me after the transition and see how he could further help.

– Solo practitioner, Orange, CA