Profit Plan 2026:
Critical Assessment
A CFO-led financial examination for mid-sized law firms seeking clarity, control, and greater partner profit.
Most mid-sized firms grow year over year, yet partner profit remains flat.
Margins erode quietly, billing gaps go unnoticed, cash sits idle, and financial reports describe the past instead of directing the future.
This assessment reveals exactly where your financial performance is leaking, what’s driving margin compression, and what to fix first.
Led by senior law-firm CFOs, the assessment provides firm leadership with a level of financial insight typically available only inside large AmLaw environments.
WHAT THE ASSESSMENT COVERS
Financial Statement Examination
A detailed review of P&L, balance sheet, cash flow, and partner distributions to surface trends, margin deterioration, anomalies, and red flags.
Industry Benchmark Comparison
Your firm’s financial metrics are measured against relevant law-firm benchmarks, including realization, utilization, revenue per lawyer, margin profiles, and staffing ratios.
Best-Practice Accounting and Finance Review
Evaluation of accounting processes, month-end close, billing workflows, trust/IOLTA handling, partner compensation structures, and reporting practices.
Risk and Internal Controls
Assessment of controls related to billing, collections, spending, payroll, approvals, trust funds, financial reporting, and fraud-prevention safeguards.
Findings and Action Priorities
A concise, prioritized plan outlining what to fix first, what will have the highest financial impact, and what leadership should execute in early 2026.
Executive Leadership Behind the Assessment
Your engagement is led by senior law firm financial executives who specialize in bringing clarity, control, and discipline to partner owned firms.
The team combines CFO level financial oversight with deep knowledge of law-firm operations ensuring insights are not only identified, but practical to execute inside a working firm.
This is executive led work, designed for managing partners who want answers, priorities, and financial direction not more reports.
INVESTMENT
$9,500 flat fee
No hourly billing. No hidden charges. A complete CFO-led diagnostic from start to finish.
AVAILABILITY
Enrollment closes December 31, 2025
Only 8 engagements are remaining in this window. Once full, scheduling will reopen in Q1 2026.
GUARANTEE
We guarantee we will identify at least three actionable insights worth five times the investment.
HOW TO ENROLL?
You can secure your slot in less than two minutes.
- Step 1: Click the “Reserve Your Assessment” button below
- Step 2: Complete checkout on Stripe
- Step 3: Receive confirmation and schedule your kickoff session within 24 hours
Secure payment | Instant confirmation | Scheduling within 24 hours