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How Healthy Is Your Firm Heading into 2026 & Beyond

HOW HEALTHY IS YOUR FIRM IN
EARLY 2026 & BEYOND?

Uncover the Blind Spots Holding Your Firm Back

IDENTIFY HIDDEN ISSUES
QUIETLY DRAINING PROFIT
FROM LAW FIRMS IN 2026

A practical framework to identify profit leaks, operational risks, and growth constraints early, so you can address them before they impact your law firm’s growth.

Jeff transformed our operations, bringing discipline, clarity and the sophisticated oversight we needed to scale. His initiatives drove measurable cost savings and improved profitability.

DeAnna Burke, PMP

Chief Executive Officer at Dunlap Bennett & Ludwig, PLLC

In This Free 2026 Strategic Checklist
you will get:

✓
A clear view of where your firm is strong and where hidden risks are forming heading into 2026.
✓
A practical way to assess people, strategy, operations, cash, and scalability in under 30 minutes.
✓
Early warning signs of margin leakage, leadership strain, and execution gaps before they become costly.
✓
A structured framework to guide partner-level conversations with facts instead of assumptions.
✓
A starting point for prioritizing the few changes that will have the biggest impact on profitability and control.

Meet The Team

LORI BROWN-SIMMONS

Wharton MBA | Former AmLaw COO | Principal, Fractional Firm Advisors

Led financial and operational strategy across the AmLaw landscape, including modernization initiatives that delivered 20%+ revenue growth. Known for helping leadership translate complex financial issues into clear, strategic action.

JEFF MARQUIS

CPA | CFA | Harvard Executive Education | Principal, Fractional Firm Advisors

A senior finance leader with decades of experience restructuring financial organizations for law firms and high-growth companies. Brings CFO-level rigor, predictive modeling, and forward-looking strategy to firm leadership.