» Third Party Sale Testimonials

Roy and I both agreed that my best exit strategy for my estate planning practice was to seek an "of counsel" position at another firm. His advice was particularly valuable when we vetted the various firms. He knew all of the important questions to ask to determine if the firm would be a good fit for me, as well as for my clients. I am now happily "of counsel" at another firm without any of the headaches of running my own firm. Hiring Roy was an excellent decision and an investment that I wouldn’t hesitate to make again.

– Of Counsel, mid-sized law firm, Detroit, MI

Roy was such an integral part of our lives for so many months while he worked with my spouse, the owner of an education law practice. I appreciated the incredible professional and personal support he extended during the transition. My husband is accustomed to handling all things himself, but Roy was so good at his job that he was able to rely on him tremendously. His calm demeanor and vast knowledge were invaluable. My husband could not have made this critical transition without Roy. Thank you very much for all of your help.

– Spouse of a small law firm owner, Sacramento, CA

Along with my husband, we own a very successful litigation boutique. We hired Roy to help us assess our exit strategy options. We particularly liked his ability to walk us through the necessary steps to determine how potential successors would fit into our law firm. Roy’s process was very thorough. Nothing was left undone with respect to our expectations.

– Small law firm owner, Hawaii

Roy did an excellent job finding potential buyers. I greatly appreciated the vetting that he did so I didn't have to spend time assessing them. To be honest, when I first got the idea of selling my estate planning practice, I was not that optimistic that the concept would work. Sure enough, it did.

– Solo practitioner, Burnsville, MN

I really liked the fact that Roy was able to provide me with information as to the transition process that I was completely unaware of. While I have represented many clients in the sale of their dental, optometry and medical practices, there seems to be a huge void in the brokering and assistance in the sale or transition of a law practice. Roy was always available for me and cared very much about my eventual transition of the practice.

– Small law firm owner, Homestead, FL

What I liked most about Roy's services was that he asked the right questions to force me to think about what I really wanted to accomplish as I contemplated winding down my plaintiff's workers compensation practice. Roy got me to where I wanted to go (after being a solo for years, I merged with a small law firm) and I'm very thankful to him.

– Solo practitioner, Providence, RI

I was at a crossroads with my creditor bankruptcy firm and needed to make some serious decisions about my career. I turned to Roy to help me. When working together, I liked the contemplative nature of his questions, things I would never ask myself or really talk or think about. The structured nature of our calls made me focus on the issues and on the decision I had to make. Finally—and the bottom line—is that Roy gave me good advice and I used it to negotiate a better deal with my successor.

– Small law firm owner, Chicago, IL

I found all of Roy's assistance to sell my estate planning practice extremely helpful. Perhaps what I appreciated the most about his services was his sensitivity to the emotions that I experienced while going through the entire process. It is never easy to plan change, but that is especially true when planning the end of a proud and accomplished career.

– Solo practitioner, Hopkins, MN

I greatly valued Roy’s advice and counsel because he challenged me to find clarity on the important threshold questions of selling my immigration law firm: why sell, why sell now, what do I do after? If you are thinking of selling your practice, you can only benefit by confronting the issues that an experienced coach and consultant such as Roy knows to raise and how to best resolve.

– Small law firm owner, Washington, DC

I owned a successful plaintiff's workers compensation practice for thirty years and needed a good succession plan. We devised a plan where I became "of counsel" with a larger firm which took over most of my existing cases. The plan provided me with an excellent income stream, plenty of free time, and just enough involvement to keep my professional mind active. Roy's help and my results have exceeded all expectations.

– Of Counsel, mid-sized law firm, Seattle, WA

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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 co…" Read more
– Solo practitioner, Jackson, WY

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