Third Party Law Firm Sale Testimonials

Roy was very instrumental in my ability to transition. I absolutely love the new office where I located my practice. Rather than just riding off into the sunset, I feel invigorated as a practicing senior attorney. I am very grateful for Roy’s services.

– Small law firm owner, N. CA

I own a very successful employment law boutique and hired Roy to help me with my exit strategy. What I liked most about his services was his ability to instill confidence. Roy spoke with authority, from experience, and I was ready to listen. I always trusted that he was guiding me in straight paths. It was a pleasure receiving his guidance.

– Small law firm owner, Los Angeles, CA

My husband unexpected passed away and I was forced to find a successor for his small business law practice and didn’t know where to turn. Roy definitely got the job done! It looked “easy” from my end, but that is because Roy’ experience let him hone in right away on what type of law practice might be a good fit. I ended up with three viable options.

– Spouse of solo practitioner, Bay area, CA

We practice in rural West Virginia and hired Roy to assess our exit strategy options. His advice was professional, thorough, prompt, efficient, practical, and realistic. We would strongly recommend his services to any small firm owner looking for expert advice.

– Small law firm owners, Glenville, WV

It’s been really great to work with someone as knowledgeable about transitioning to retirement as Roy. He gave me a lot of comfort and confidence knowing he was in my corner. Roy was really good to think of things that I didn’t even anticipate or know I should think about. He was great to point me in the right direction, for instance, which numbers and financials were important to look at and compare, and which were important in valuing my practice, how I could project the future income, so that we knew what the potential for the future was. Roy always provided the guidance and direction that I needed.

– Small law firm owner, Salt Lake City, UT

I am a solo practitioner with a suburban estate planning practice and hired Roy to help me find the best successor. What I liked best about his services was Roy’s perspective on how potential buyers would look at value and be likely to structure payments. It was also helpful to brainstorm strategies with him on how to conduct discussions at the different stages of my exit.

– Solo practitioner, St. Paul suburb, MN

I hired Roy to help me sell my collection law firm that grosses almost one million dollars annually. He listened to my specific information about my practice and determined the best course of action and potential buyers. I was completely satisfied with Roy’s services.

– Small law firm owner, LA, CA

I hired Roy to help me determine my exit strategy from my solo intellectual property practice. He was very knowledgeable and enjoyable to work with. Roy was very thorough in his evaluation and honest about his findings. Overall, Roy addressed all my concerns and gave me a good idea of what to expect and how to plan moving forward.

– Solo practitioner, Minneapolis suburb, MN

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

I own a rural practice in Maine. What I liked most about working with Roy was the ease with which I could converse with him. Was like I knew Roy for 20 years and he was a knowledgeable friend just giving good advice. And that’s the second thing I liked most was the confidence by which Roy gave good counsel which helped to relieve my anxiety in the process and provide solid direction.

– Solo practitioner, rural Maine

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

Roy’s experience with many different firms and situations gave me insight into alternatives and options I would not otherwise have considered. Our conversations never got bogged down in extraneous details. I also appreciated his directness, his structure to keep me moving forward, and his consideration for my workload. In short, Roy met and surpassed what I hired him to do.

– Solo Practitioner, rural IL

I hired Roy to help with the sale of my estate planning practice. I liked that Roy took the time to listen to me, did his best to understand my situation, and offered reasonable suggestions to solve the problem or improve my situation. Roy also talked to the buyer’s attorney and recommended solutions and compromises that the buyer and I could not do ourselves.

– Solo Practitioner, Minneapolis, MN

I needed help to determine my exit from my solo family and estate planning practice. I liked Roy’s practicality, expertise, his ability to assess my situation, and his honesty. He explained his role and completed it effectively. All in all, I was very satisfied.

– Solo practitioner, Staten Island, NY

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 practice in very small town in Texas and have a general practice type law firm. What I liked about Roy was his personality and experience to help guide me. He did not let me down and would strongly recommend his services for determining the best exit strategy.

– Small law firm owner, SE rural Texas

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

I owned a one million-dollar estate planning practice and hired Roy to help me with my exit strategy, which resulted in the sale of the practice. First and foremost, I very much liked working with him. Roy was always immediately accessible by telephone and email. Finally, I liked his offer of continued availability in case issues arise in the future post-sale.

– Small law firm owner, Upstate, NY