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Designing A Succession Plan For Your Law Practice
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Book Synopsis Designing a Succession Plan for Your Law Practice by : Tom Lenfestey
Download or read book Designing a Succession Plan for Your Law Practice written by Tom Lenfestey and published by . This book was released on 2020-10-30 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: The insider's guide to selling a law practice, transferring ownership, and designing a great Life After Law, written by two of the top authorities in succession planning.
Book Synopsis Passing the Torch Without Getting Burned by : Peter A. Giuliani
Download or read book Passing the Torch Without Getting Burned written by Peter A. Giuliani and published by American Bar Association. This book was released on 2013 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: For law firms, succession is a fact of life: founding partners retire, rainmakers depart, and in the meantime, client relationships must be preserved. Passing the Torch without Getting Burned: A Guide to Law Firm Retirement and Succession Planning is a comprehensive examination of the key economic issues typically encountered by law firms when they consider how partners end their careers, as they inevitably must. Peter Giuliani, an experienced law-firm management consultant, illustrates common retirement issues and their resolutions through "real life" case studies from his years of consulting experience.
Book Synopsis The Lawyer's Guide to Succession Planning by : John W. Olmstead
Download or read book The Lawyer's Guide to Succession Planning written by John W. Olmstead and published by . This book was released on 2016 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides guidance on succession and transition processes, approaches, and step by step action plans for solo practitioners, sole owners and members of larger law firms.
Book Synopsis The Lawyer's Guide to Family Business Succession Planning by : Gregory Monday
Download or read book The Lawyer's Guide to Family Business Succession Planning written by Gregory Monday and published by American Bar Association. This book was released on 2022-05-02 with total page 188 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This book provides lawyers with step-by-step guidance on how to lead family business owners through the succession planning process to produce a result that is tailored to the unique circumstances and objectives of the owners and their successors."--Back cover.
Book Synopsis Securing the Future, Volume 2 by : William Reeb
Download or read book Securing the Future, Volume 2 written by William Reeb and published by John Wiley & Sons. This book was released on 2016-11-21 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: Is your firm poised for long-term success and viability? Do you even know what that looks like for your firm? The reality is that most CPA firms have their work cut out for them if they want exiting partners to retire comfortably and future leaders to flourish. In the new edition of this popular book, Reeb and Cingoranelli impart the same no-nonsense advice on succession planning and management that they share with their clients, providing you with the benefits of their years of experience, research, and methodologies. Once your firm’s leadership is on board with the fundamental concepts, Volume 2 provides your implementation team with the tools and resources they need to make it a reality. This workbook includes the tools, tactics, and strategies you need to draft a customized plan and see it through. Each chapter includes expert-developed exercises, forms, and checklists tailored to each phase of the planning process. Also available as a PDF Toolkit to simplify your planning!
Book Synopsis Effective Succession Planning by : William Rothwell
Download or read book Effective Succession Planning written by William Rothwell and published by AMACOM. This book was released on 2010-04-21 with total page 491 pages. Available in PDF, EPUB and Kindle. Book excerpt: William Rothwell honored with the ASTD Distinguished Contribution Award in Workplace Learning and Performance. The definitive guide to a timely and timeless topic-- now fully revised and updated. As baby boomers continue to retire en masse from executive suites, managerial offices, and specialized or technical jobs, the question is—who will take their places? This loss of valuable institutional memory has made it apparent that no organization can afford to be without a strong succession program. Now in its fourth edition, Effective Succession Planning provides the tools organizations need to establish, revitalize, or revise their own succession planning and management (SP&M) programs. The book has been fully updated to address challenges brought on by sea changes such as globalization, recession, technology, and the aftereffects of the terror attacks. It features new sections on identifying and assessing competencies and future needs; management vs. technical succession planning; and ethics and conduct; and new chapters on integrating recruitment and retention strategies with succession planning programs. This edition incorporates the results of two extensive new surveys, and includes a Quick Start guide to help begin immediate implementation as well as a CD-ROM packed with assessments, checklists, customizable guides, and other practical tools.
Book Synopsis RESPECT - An Insight to Attorney Compensation Plans by : Brenda Barnes
Download or read book RESPECT - An Insight to Attorney Compensation Plans written by Brenda Barnes and published by . This book was released on 2022-11-22 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Brenda Barnes and Camille Stell have written a book that the legal profession badly needs. They speak from a depth of both knowledge and experience about what lawyers and law firms need if they want to achieve the firm culture they say they desire; namely, compensate in a way that supports mission, values and long term vision and strategy. All lawyers interested in understanding law firm compensation systems, discovering why past systems may not be the path to satisfaction today, and digging into possible alternative systems for the firm of the future, will find this publication an excellent resource. - Thomas C. Grella, former managing partner of McGuire, Wood & Bissette, PA in Asheville, NC, and author of Lessons in Leadership: Essential Skills for Lawyers.
Author :American Bar Association. House of Delegates Publisher :American Bar Association ISBN 13 :9781590318737 Total Pages :216 pages Book Rating :4.3/5 (187 download)
Book Synopsis Model Rules of Professional Conduct by : American Bar Association. House of Delegates
Download or read book Model Rules of Professional Conduct written by American Bar Association. House of Delegates and published by American Bar Association. This book was released on 2007 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.
Book Synopsis Estate and Business Succession Planning by : Russell J. Fishkind
Download or read book Estate and Business Succession Planning written by Russell J. Fishkind and published by John Wiley and Sons. This book was released on 2001-06-15 with total page 383 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by two attorneys who specialize in estate planning, this book clarifies all the issues involved in planning an estate and transferring wealth. It offers comprehensive estate planning guidelines, including creating a will, designating power of attorney, trusts, and life insurance, and includes up-to-date estate and inheritance tax information.
Book Synopsis Hire and Retire: A Plan for a Continuing Income Stream in Retirement from Any Practice by : Gary P. Bauer
Download or read book Hire and Retire: A Plan for a Continuing Income Stream in Retirement from Any Practice written by Gary P. Bauer and published by . This book was released on 2019 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: In his previous book, Solo Lawyer by Design: A Plan for Success in Any Practice (2017), author Gary P. Bauer helped law students and recent graduates develop a realistic business plan to enter the practice of law. In Hire and Retire, the second book in his "Solo Lawyer" series for the ABA's Solo, Small Firm and General Practice (GPSolo) Division, Bauer covers the back end of practice for senior attorneys seeking a successful exit strategy. Hire and Retire brings together new attorneys or recent graduates and those in the practice of law who are approaching retirement.Many older lawyers have no plan in place in case of their untimely death or disability, despite their ethical obligations to their clients. Thus, more and more state bar associations are being called on to close out the practices of solo practitioners who have made no provisions. Receivers appointed by bar associations may take years to find all the information they need to close things out. Other lawyers who don't "die at their desks" end up leaving money on the table, slowly reducing their practices instead of transferring work to others. Hiring on a new associate means a continued stream of income as the senior attorney cuts back.You have spent decades developing your practice and making it successful. With the proper planning and direction that Hire and Retire offers, you can convert what you've built into a revenue stream that can be enjoyed as you move into retirement. Leave your family an asset, not a liability.
Book Synopsis Career Planning and Succession Management by : William J. Rothwell
Download or read book Career Planning and Succession Management written by William J. Rothwell and published by Bloomsbury Publishing USA. This book was released on 2015-06-30 with total page 333 pages. Available in PDF, EPUB and Kindle. Book excerpt: This timely guide explains how businesses can effectively integrate and coordinate career and succession planning programs to meet the personnel demands of the future. Drawing on their experience and expertise with workforce development, the authors of this book based its content on a single but important premise. With global economic instability, a slowdown in workforce growth, extraordinary competition for the best talent, and the rapid advance of technology, there is an immediate need to integrate career and succession planning programs. Explaining how to do just that, this practical, user-friendly guide is the first to link those critical business tools, showing readers how to prepare for tomorrow—and the many years after. The book presents a systematic approach through which businesses can integrate and coordinate career planning and succession planning programs. Part One makes the business case for moving beyond segregated career and succession planning and shows why they must be integrated. Part Two offers foundations for integration, while Part Three outlines the strategies that can make integration a reality. Part Four addresses the future of career development and succession planning. Other topics include the future of organizational infrastructure and the implications of a diverse workforce. Employee engagement and leadership development are also explored.
Book Synopsis Succession Planning for Financial Advisors by : David Grau, Sr.
Download or read book Succession Planning for Financial Advisors written by David Grau, Sr. and published by John Wiley & Sons. This book was released on 2014-06-02 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime, while providing a multi-generational service platform that attracts and rewards younger advisors. This makes succession planning one of the most, if not the most, important practice management tools in this industry today. As an independent financial advisor, now is the time to address the question of what will happen to your practice and your clients after you “exit the building.” In most cases, the answers are right in front of you. Thankfully, Succession Planning for Financial Advisors: Building an Enduring Business has arrived to transform today’s practices into businesses designed to endure and prosper and serve generations of clients. Learn how to create a “Lifestyle Succession Plan” that can provide a lifetime of income and benefits to the founder even as he/she gradually retires on the job Unlock the power of equity management – the best planning and building tool an independent advisor owns Learn how to attract and retain the best of the next generation to help you build a great business and to support your succession plans and care for your clients and their families Determine precisely when to start a formal succession plan and related continuity plan so that your business can work for you when you need it most Understand why succession planning and selling your business are completely different strategies, but how they can complement each other when used correctly 95% of independent financial service professionals are one owner practices. To the positive, these practices are among the most valuable professional service models in America. But almost all advisors are assembling their practices using the wrong tools – tools borrowed from historically successful, but vastly different models including wirehouses, broker-dealers, and even OSJ’s and branch managers. Revenue sharing, commission splitting and other eat-what-you-kill compensation methods dominate the independent sector and virtually ensure that today’s independent practices, if left unchanged, will not survive the end of their founder’s career. It is time to change course and this book provides the map and the details to help you do just that. For independent practice owners and staff members, advisors who want to transition to independence, as well as accountants, attorneys, coaches and others involved in the financial services space, there are invaluable lessons to be learned from Succession Planning for Financial Advisors. Written by the leading succession planning expert in the financial services industry, former securities regulator, M&A specialist, and founder of the nationally recognized consulting and equity management firm, FP Transitions, David Grau Sr., JD, has created an unmatched resource that will have an enduring and resounding impact on an entire industry.
Book Synopsis Retirement by Design by : Ida Abbott
Download or read book Retirement by Design written by Ida Abbott and published by Simon and Schuster. This book was released on 2020-03-10 with total page 264 pages. Available in PDF, EPUB and Kindle. Book excerpt: Find out how harnessing the powerful business principles of design thinking can make retirement your best chapter in life. There is no one right time or way to retire. Retirement is a major life transition; but if you spend the time designing a future filled with promise and possibilities, the prospect can be utterly exciting and revitalizing. In Retirement by Design, professional mentor and coach Ida Abbott shows you how the innovative business principles behind design thinking can be applied to plan a rich, fulfilling, and more meaningful retirement. Her guided workbook uses a business-like approach to leaving business, making your switch much smoother and less jolting. Whether you’re considering a new place to settle down, working through financial planning, strategizing how to unwind a business, or deciding on which organizations you want to stay engaged with, making critical decisions takes a lot of organization, thought, and planning. Abbott shows how the five principles of design thinking will revolutionize your retirement-planning process: Empathy: Get inside the shoes of your future self. What will be important to that version of you? Define: Hone in on what is and will be most critical for you to focus on (whether it’s volunteering, family, activities, or skills). Ideate: Draw, scribble, brainstorm, and throw around as many different retirement scenarios as you can come up with. Prototype: If retiring across the country in Arizona sounds perfect—try it out first. Come up with opportunities to test out your scenarios with short trips and trial time off. Test: This is the fun part—get back to the drawing board and try more retirement scenarios (and future versions of yourself) before sitting down to make those life-changing decisions. The new and innovative, self-coaching approach of Retirement by Design helps you spearhead and navigate a major next step in life. Whether your retirement is 10 years away or swiftly approaching, this workbook ensures you will create a future that is perfectly tailored to you.
Book Synopsis Succession Planning Basics, 2nd Edition by : Christee Atwood
Download or read book Succession Planning Basics, 2nd Edition written by Christee Atwood and published by Association for Talent Development. This book was released on 2020-03-10 with total page 219 pages. Available in PDF, EPUB and Kindle. Book excerpt: Design your succession planning strategy. Succession Planning Basics will equip you with the background and implementation tools you need to devise and execute a forward-thinking succession planning program for your organization. It offers theory, processes, and best practices for organizations embarking on a succession-planning project, addressing the basic concepts and steps for success. This book is for management professionals considering succession planning for their organizations, organizational development professionals at the beginning of their careers, human resources professionals wanting to move away from replacement hiring, and trainers needing a basic understanding of succession planning for employee development plans. This second edition looks closer at tools and new developments in software that can streamline planning efforts as well as updated best practices and considerations for addressing the needs of every generation when creating succession plans. Chapters include assessment tools, exercises, and job aids. Succession Planning Basics is part of ATD’s Training Basics series.
Book Synopsis An Associate's First Year by : Jennifer L. Bluestein
Download or read book An Associate's First Year written by Jennifer L. Bluestein and published by . This book was released on 2019-01-04 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: An Associate's First Year: A Guide to Thriving at a Law Firm provides guidance on the expectations of a first year attorney, establishing yourself as a leader within the firm, receiving and responding to performance feedback, and much more.
Book Synopsis Securing the Future by : William L. Reeb
Download or read book Securing the Future written by William L. Reeb and published by . This book was released on 2014 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Law and Ethics in Coaching by : Patrick Williams
Download or read book Law and Ethics in Coaching written by Patrick Williams and published by John Wiley & Sons. This book was released on 2012-07-05 with total page 309 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This book provides an easy-to-read introduction to the core ethical and professional issues faced by all coaches irrespective of length of coaching experience. The case studies and guidelines in this book will help coaches constructively reflect on their coaching practice, and will help build the solid ethical foundation that professional coaching practice demands. A very useful text for both the beginning and experienced coach." --Anthony M. Grant, PhD, Director, Coaching Psychology Unit, University of Sydney "Pat Williams is quickly becoming the authority on the ethics of the coaching profession. He brings his full integrity and passion to this wonderful book. Do not overlook the importance of this book to your success." --Laura Berman Fortgang, MCC, pioneer in the coaching field and author of Take Yourself to the Top and Now What? 90 Days to a New Life Direction The first comprehensive book covering ethical and legal guidelines for personal and executive coaches As coaching grows into a unique and fully established profession, coaches are already discovering and dealing with the special ethical and legal dilemmas that can arise in the coaching context. Law and Ethics in Coaching presents the first comprehensive look at ethical and legal issues in coaching. From coach-client conflicts to conflicts of interest, from assessments to informed consent, the authors detail the breadth of ethical quandaries in coaching and provide highly practical advice for avoiding problems--and for solving them. With contributions from leaders in law, ethics, and coaching, the text includes coverage of: * The emergence of the coaching profession and its intersection with ethics and law * Foundations of ethics for professions * Making ethical choices * Getting, growing, and measuring coaching ability * Developing and maintaining client trust * Multiple-role relationships in coaching * Ethical use of assessments in coaching * Legal issues and solutions for coaches * The intersection of culture and ethics in organizations * Coaching into the future Filled with a dynamic blend of case studies, discussion questions, illuminating quotes, and other examples, Law and Ethics in Coaching is both a trailblazing professional reference and an unparalleled textbook for coaching programs.
