We hired Roy to help us navigate the ways to transition our multi-million dollar immigration firm to a qualified associate. We found his approach very practical and it helped guide our conversation and gave us a timetable to work with. The information that Roy requested from us to learn about our practice was manageable. The questions posed to each of us as to the “Perfect Exit” helped us each identify our longer term goals, share them with each other, and reach alignment so that we could move forward with concrete steps. It was also helpful to have Roy’s suggestions for different ways to value our practice that did not involve us getting bogged down in a lot of detailed number crunching and complex accounting.

– Small law firm owners, San Francisco, CA

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My partner and I hired Roy to provide ideas about how to best transition our interests in our litigation firm to my other partner. He was genuinely interested in helping us define and resolve our issues. Roy thoroughly understood each of our characterizations of where we were and our thoughts on where we wanted to be. His non-judgmental questions kept us moving forward and motivated us to reach a solution that we are very pleased to have achieved.

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I own a very successful personal injury practice and hired Roy to help devise a potential buyout by associates. He was very prompt in meeting with us and responding to our requests. Roy provided answers to all of our questions and gave us a lot valuable information, such as the information regarding the likelihood of non-attorneys being able to buy our firm in the near future. We had not considered this possibility, but it is extremely relevant and may be how we end up selling the firm. Roy also did a great job interviewing our potential buyers and getting their input.

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I hired Roy to help facilitate a buyout with my junior partner. I really liked Roy’s creative approach and willingness to hear both of us. Overall, I was very happy with Roy’s services.

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I own a very successful personal injury law firm. I liked Roy’s straight-forward approach. I also appreciated his flexibility in looking at all options, rather than just pushing for a high-value sale. Roy really looked at things holistically and helped me assess all options – including a slow sale and/or not selling at all for a while.

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I had the wonderful privilege of working with Roy on a minority transfer (essentially a buy-in) of our law practice to two associate attorneys. I greatly appreciated Roy’s vast knowledge about these matters and his careful attention to detail. He provided much needed guidance and had wonderful suggestions about how to proceed as well as alternative ideas and models. I thought his financial analyses were fair and on point. I highly recommend using Roy to assist in navigating these very subjective waters!

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I especially liked several things about Roy’s exit strategy services for my criminal defense firm: promptness, straight talk, friendliness, interviewing my potential buyers, and willingness to do more work after delivering his report. In all, he did everything that I would have wanted and did it well.

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I have thoroughly enjoyed working and talking with Roy. I loved and appreciated his persistence and efforts to keep the process moving. Roy has made a strong effort to do exactly what he and I set out to accomplish.

– Small law firm owner, Lincoln, NE

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Roy’s skill set and experience in helping me navigate a successful handoff to existing members of the firm, on mutually satisfactory terms, was invaluable. His attention and timely response hit the mark for getting my journey on tract. Roy’s meetings and discussions with my team, set reasonable expectations for everyone resulting in a mutually favorable result.

– Small law firm owner, Lansing, MI

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Our firm hired Roy because we needed assistance to get over the finish line to conclude the buyout of the firm’s senior partner. He helped us see things objectively and provided an “outsider” point of view that was much needed. With his overall guidance, we accomplished our goal.

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I hired Roy to help me create an internal buyout for my estate planning practice. What impressed me most about Roy was his solid grasp of my situation - both its "big picture" and "little picture" aspects.

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We liked Roy’s open and honest communication. He approached our situation with knowledge and an open mind to appreciate the unique nature of our small town practice.

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I hired Roy to help me with an internal buyout of my immigration practice. What I liked most about his services was Roy’s flexibility – in terms of his willingness to work with both my associate and me. And best of all, the transition has been going great. I have reduced my time in the office to one day a week and loving it.

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I own a very successful immigration firm. What I appreciated most about Roy was his social/psychological assessment of the potential buyers for suitability. I also liked having a starting point for firm valuation. I very much appreciated how Roy helped me to ignite a life changing process.

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I hired Roy to help me transition my entire plaintiff’s personal injury law practice to my associate as I was approaching retirement. He focused my attention on all of the relevant issues and expectations. I was completely satisfied and pleased with all of his services.

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I needed assistance with my planned exit from my workers compensation practice. I liked the personal nature of Roy’s services. He was easy to talk to and easily accessible. There is nothing I was expecting that Roy did not provide. I also very much appreciated his willingness to be available to me so as things change over the next year, I can see where I stand.

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I was very pleased to have Roy's assistance when trying to determine the best way for me to get bought out. His knowledge from his coaching and consulting experience from past deals was very useful and valuable. He kept me focused on the deal points that were most important to ensure the future success of my real estate practice.