Financial Modeling & Planning

Data-driven insights that power confident decision-making.

Major decisions deserve rigorous analysis. Whether you’re considering a merger, evaluating a new office location, planning for partner transitions, or simply building next year's budget, our financial modeling capabilities transform complex scenarios into clear, actionable insights. We build models that capture the unique economics of legal practice and help leadership teams see around corners.

What We Deliver

Strategic Planning & Budgeting: We facilitate comprehensive planning processes that align financial resources with strategic priorities. Our budgeting approach goes beyond historical extrapolation to incorporate market conditions, growth initiatives, and realistic assumptions about the year ahead.

Merger & Acquisition Analysis: Evaluating potential combinations require sophisticated financial modeling. We analyze cultural fit, practice overlap, client conflicts, and most importantly, whether the financial case for a deal truly makes sense. Our models stress-test assumptions and illuminate the true value creation potential.

Partner Economics Modeling: From lateral hiring decisions to partner promotions and retirements, we model the financial implications of changes to your partnership. Our analysis helps you understand the true cost and benefit of adding or losing partners at various productivity levels.

Compensation System Design: We help firms design and implement partner compensation systems that align incentives with firm goals. Whether you prefer lockstep, formula-based, or subjective systems, we model the implications and help you communicate changes effectively.

Cash Flow & Capital Planning: Law firms often struggle with working capital management given the timing gaps between work performed, billing, and collection. We build cash flow models that help you anticipate needs, manage partner capital calls, and maintain appropriate reserves.

Scenario Analysis: We help leadership teams think through “what if” questions with rigorous modeling. What if we lose our largest client? What if we open a new office? What if the economy enters recession? Our scenarios help you prepare for multiple futures.

Who We Serve

Firm leadership teams facing major strategic decisions, management committees seeking better planning tools, firms considering mergers or significant expansion and practices navigating generational transitions or succession planning.