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 |
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Billable Hours |
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Hourly Rate |
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Portable Book
Today | Target for when I Lateral |
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Billings Contribution By Practice
Practice | 2021 | 2022 | 2023 | 2024 YTD | 2024 Forecast |
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Billings Contribution By Industry
Industry | 2021 | 2022 | 2023 | 2024 YTD | 2024 Forecast |
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Billings Contribution By Key Clients
Name or Pseudonym | 2021 | 2022 | 2023 | 2024 YTD |
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Referrals/Cross Selling:
Engagement | Description | Revenue $ | Practice | Year Past Present Future | Collaborating Partner(s) Name or Pseudonym | Your Role/ Contribution |
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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 |
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Articles |
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Organizations |
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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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