TRUSTED Advisors
FOR Lawyers and LAW FIRMS
Law Firm Corporate & Business Transactions
Law Firm Partnership Agreements
Law Firm Risk Management & Compliance
Law Firm Finance & Strategy
Meet our team
Daniel O’Rielly
Founding Partner
With more than 25 years of experience in law firms—Mr. O’Rielly counsels and advises California law firms on critical issues at every stage of law firm life.
Dena Roche
Founding Partner
With over 20 years of diverse legal experience, Ms. Roche is a trusted advisor to law firms, in-house legal departments
Jason Williams
Consulting Attorney
Jason Williams is a corporate transactional attorney with more than 15 years of experience advising on complex business transactions, entity structuring, and corporate governance.
Kendra Basner
Partner
Ms. Basner is an experienced litigator and certified specialist in legal malpractice law who counsels and advises lawyers
Andrew Dilworth
Partner
With over 25 years of practice as a trusted adviser and litigator in the area of professional responsibility,
Shu Phua
Tax Counsel
Shu Phua is Tax Counsel at O'Rielly & Roche LLP, where she provides tax advice and counsel to the firm's law firm clients in connection with the firm's law firm formation, structuring, and planning practice.
How Can We Help You?
PARTNER DEPARTURE LAW
When Is It Time to Consider a Law Firm Dissolution?
Law firm dissolutions happen for a variety of reasons. They are not always linked to the firm’s poor economic health or failed management. But the end of a law firm (or of certain partnerships or affiliations) marks a critical time for law firm owners and their clients and must be handled with the utmost care.
MORE >ATTORNEY ETHICS COUNSEL
ABA Ethics Opinion 517: New ABA Ethics Opinion Clarifies Jury Selection Obligations for Lawyers
The American Bar Association has issued Formal Opinion 517, shedding important light on how Model Rule 8.4(g) applies to peremptory jury strikes. The opinion reinforces that lawyers may not use peremptory challenges to unlawfully discriminate during jury selection, even unintentionally. California’s Rule 8.4.1 is closely aligned with Model Rule 8.4(g), so the opinion also provides […]
MORE >Law Firm Management & Structure
From Guesswork to Strategy: Why Your Law Firm Needs a Financial KPI Report
Law firms are experts at managing complexity for their clients. But when it comes to managing their own firm finances, many still rely on just the basics—a combination of the bank balance, total invoices, and the tax return summary—to gauge how their firm is doing. Those are pieces of a larger puzzle: a financial KPI […]
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