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Use our Business Plan to Build Your Future




Business Plan

Build Your Future


 

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 Revenue Per Partner $ _______ and Revenue 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

 

2021

2022

2023

2024 YTD

2024 Forecast

Billings

 

 

 

 


Billable Hours

 

 

 

 


Hourly Rate

 

 

 

 


 

 

 

 

 


 

 

Portable Book

Today

Target for when I Lateral

 

 

 

Billings Contribution By Practice

Practice

2021

2022

2023

2024 YTD

2024 Forecast








 

Billings Contribution By Industry

 Industry

2021

2022

2023

2024 YTD

2024 Forecast

 

 

 

 

 


 

 

 

 

 


 

 

 

 

 


 

 

 

 

 


 

 

Billings Contribution By Key Clients

Name or Pseudonym

2021

2022

2023

2024 YTD


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Referrals/Cross Selling:

Engagement

Description

Revenue $

Practice

Year Past  Present Future

Collaborating Partner(s) Name or Pseudonym

Your Role/ Contribution

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1.      Practice Description:

 

 

 

2.      2024 Practice Goals:

a.      -

b.      -

c.      -

 

3.      3 Year Practice Goals:

a.      -

b.      -

c.      -

4.      Career Goals (Personal, Practice, Career)

a.      -

b.       -

c.      -

5.      Citizenship

a.      Contributions to the Firm

b.      Assistance to others

c.      What my Partners value in me

6.      What clients value in me

a.      -

b.       -

c.      -

7.      Why am I Lateraling:

8.      When do I want to move:

9.      Strategic Value I bring to your Firm:

a.      -

b.      -

c.      -

10.   What I need from your Firm to accomplish my Plan:

a.      -

b.      -

c.      –

11.   2024 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 to Complete

Speeches

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Articles

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Organizations

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

12.   Engagement Tactics: 5 major steps for each planned engagement to build my practice

Client Name

Engagement Name

Engagement Description

Client Contact / Title

Activity Description

Planned Date to Complete

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


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