Beyond the Book: Strategic Financial Consulting for Lawyers and Law Firms
I work directly with M&A and corporate teams to analyze financial statements in high-stakes transactions, identify hidden red flags, and quantify financial risks before closing.
Strategic Due Diligence Support
The principles and tools in The Busy Attorney's Guide to Financial Statements come to life through consulting and training services designed to give your team a decisive edge. I offer bespoke advisory for law firms, corporate legal departments, and legal professionals seeking a higher level of financial acumen.
I serve as a consulting strategist in cases involving valuation disputes, damages calculations, solvency analysis, or fraud investigations. I translate complex accounting data into sound, understandable legal arguments for judges and arbitrators.
Litigation & Dispute Advisory
Training programs for partners and associates on how to interpret their own firm's financials, improve profitability, manage working capital (WIP and Accounts Receivable), and make data-driven strategic decisions.
Law Firm Financial Health Workshops
I serve as a strategic advisor to legal counsel in transactions and disputes, critiquing third-party valuation reports, scrutinizing financial assumptions, and ensuring the valuation is grounded in the company's actual financial health
Valuation and Fairness Opinion Support
Customized, intensive sessions for in-house legal departments or practice groups, designed to elevate the team's business acumen and improve communication with CFOs, executives, and the board of directors.
Executive Financial Acumen Training