Use our Business Plan to Build Your Future
- rbwolff49
- Jan 4, 2024
- 2 min read
Updated: Jan 1
Business Plan
Willow Wolff & Grace
Date:
Name:
Title:
Level (Income or Equity Partner)
Open to Counsel or Senior Counsel: Yes or No
Income Requirement:
Team (Y or N) If YES, how many partners? how many total?
If Yes, What is the Team’s Collections Per Partner $ _______ and Collections Per Lawyer $_______
Cell Phone:
Private Email:
Bio URL:
Confidentiality: The Reader of this document agrees that my candidacy and the information provided in this document are Confidential for your firm's evaluation of my Lateral Candidacy only and shall not be shared with anyone outside of your firm without my written permission.
Practice Summary
| 2023 | 2024 | 2025 | 2026 YTD | 2026 Year End |
Collections | $ | $ | $ | $ | $ |
Billable Hours |
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Hourly Rate | $ | $ | $ | $ | $ |
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Portable Book
Today | Target for when I Move |
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Collections Contribution By Practice
Practice | $ 2023 | $ 2024 | $ 2025 | $ 2026 YTD | $ 2026 Year End |
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Collections Contribution By Industry
Industry | $ 2023 | $ 2024 | $ 2025 | $ 2026 YTD | $ 2026 Year End |
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Collections Contribution By Key Clients
| $ 2023 | $ 2024 | $ 2025 | $ 2026 YTD | $ 2026 Year End |
Name or Pseudonym |
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Referrals/Cross Selling:
Engagement | Description | Collections $ | Practice | Year Past / Present / Future | Collaborating Partner(s) Name or Pseudonym | Your Role/Contribution |
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Practice Description:
2026 Practice Goals:
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3 Year Practice Goals:
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Career Goals (Personal, Practice, Career)
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Citizenship
Contributions to the Firm
Assistance to others
What my Partners value in me
What clients value in me
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Why am I Lateraling:
When do I want to move:
Strategic Value I bring to your Firm:
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What I need from your Firm to accomplish my Plan:
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2026 Marketing Plan: Speeches I plan to give, Articles I plan to write, Organizations I plan to join to build my practice:
Activity/Title | Organization | Purpose | Planned Date |
Speeches |
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Articles |
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Organizations |
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Engagement Plan Tactics: 3 -5 major steps for each planned engagement to build my practice and achieve my Originations and Collections objectives.
Client Name | Engagement Name | Engagement Description | Client Contact / Title | $ Projected Collections | Activity Description | Planned Date |
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