LAWYER BUSINESS PLAN CHECKLIST

Become as exceptional in the business-of-law as you are in the practice of law.

A checklist to sharpen your business ideas and turn them into a strategic roadmap for growing a long-term sustainable law practice you enjoy.

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Law school never mentioned that success as a private practice lawyer includes running a business.

And you’re not trained in marketing, sales, accounting, finance, management or any other business-related topic. Which makes you feel less confident in your business-of-law abilities than you are in the practice-of-law.

That changes starting now.

Introducing the Lawyer Business Plan Checklist:

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Sharpen Your Ideas

Ask the right questions for clarity around what you truly want and what tradeoffs you’re willing to make in order to make what you want a reality.

Get Clear On Your First Steps

Identify your gaps (and the resources + support you need to fill them) for clear next steps to start making your business goals a reality.

Have A Clear Roadmap

Create a strategic roadmap for long-term sustainable growth of your business so that you can feel confident that you’re doing things right (instead of hoping things might work out on their own).

Truth: success as a private practice lawyer requires more than great lawyering.

Because regardless of whether you’re a solo lawyer or a member of a law firm (be it small, mid-sized or BigLaw), you must learn to think as a business owner, not just a lawyer.

I know because I’ve been in your shoes.

Hey there, I’m Heather Moulder

Recovering lawyer turned Lawyer Leadership & Business Coach

Host of the Life & Law Podcast

January 2009. Staring at my dismal collection numbers for the prior year, I worried I couldn’t even meet THOSE in the new one. The small book of business I’d had when being promoted to partner the prior year had been wiped out by the 2008 financial crisis.

Rebuilding from scratch (during a recession) felt daunting. But I knew I didn’t want to be a service partner, with no control of my practice. And so…

I created a strengths-based business development plan that enabled me to be consistent and strategic in my actions. Fast-forward a few years and it had worked.

After growing my law practice from zero to over $1MM in less than two years (and then to $2.5MM+), I knew I could help other lawyers build their practices.

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Heather’s business development approach delivers.

When I came to Heather, I wanted to figure out the most effective client development strategies that play to my strengths. Boastful self-promotion and heavy-handed sales tactics are not my style.

Heather helped me create a customized business development plan that fits my personality and plays to my strengths. Thanks to Heather, I grew my client base and increased originations by close to 30% from the prior year (and continue to grow from there).

Alicia Voltmer

Shareholder, Greenberg Traurig LLP

The business development intimidation factor that had been holding me back has been eliminated. Business development is no longer an ambiguous concept or theory, but consists of real-world strategies that I can implement immediately.

Kathryn Reid

Partner, Rochelle McCullough

For any attorney who wants to increase business while also feeling more confident about running that business, Heather will get you to that goal.

Kristen Williams

Partner, Williams Weyand Law PLLC

Heather will reenergize you professionally. Working with her enabled me to let go of the (mostly self-imposed) pressure I felt while increasing my business by over $100,000.

Roxanne Edwards

Partner, Bell Nunnally & Martin LLP

Heather will help you get to the next level without losing yourself in the process. The results of working with Heather – individually and within her mastermind – speak for themselves… a more than 20x return on investment.

Jim Chester

Partner, Klemchuk LLP

Ready to develop a strategic business plan for your practice?

Get the Lawyer Business Plan Checklist to sharpen your ideas and build a strategic roadmap for your business.

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