Your session resource hub

POSITIONED.

The conversations are just the beginning.

Put each session to work. Download the tools, find your starting point, and choose the next move that makes sense for your firm.

Session 01 / October 7, 2026

The Rules Are Changing. Are You Positioned?

You don’t have to decide to sell your firm today. Start by understanding how well it runs without you and where you can create more options.

Your Session 1 resources

Two free resources. One stronger starting point.

Excel workbook · XLSX

Find your starting point

The Positioned Scorecard

How much of your firm’s value depends on you showing up? Take about 10 minutes to look beyond revenue and see where your firm stands.

25 questions across People, Process, Profit, Pipeline and Plan.
Your score out of 100 and your positioning zone.
Your two weakest levers, with a first fix to focus on.

Start on the “Start Here” tab. All scores start at 0. Enter your own scores, then check the “Results” tab.

Download the Scorecard

Word document · DOCX

Put your systems to the test

The Ghost Week Protocol

“I can’t be gone for a week.” If that was your first thought, this is for you. Plan a one-week stress test to find out what needs you, and why.

A pre-flight checklist and 10 Decisions Handoff sheet.
A team briefing script and What-Broke Log.
Debrief questions to turn what you learn into a 90-day fix list.

Choose a week in the next 60 days. Arrange coverage, name your gatekeeper and define emergencies before stepping away.

Download the Protocol

Five levers. More options.

PeopleProcessProfitPipelinePlan

Session 02 / October 14, 2026

What’s Your Law Firm Really Worth?

Revenue and net profit only tell part of the story. Look at the cash flow behind your numbers, then examine the team, systems, and relationships a buyer would need to carry it forward.

Your Session 2 resources

Find the gaps. Choose your next fix.

Excel workbook · XLSX

See what a buyer sees

The Value Gap Finder

Find the cash flow your P&L may hide, identify where buyers could discount your firm, and prioritize the work that could make a difference.

Enter three years of financials and documented add-backs.
Score 10 factors, including owner dependence, team depth, and documented systems.
Rank potential fixes using estimated effort and the workbook’s planning assumptions.

Start on “Start Here.” Replace the pre-filled examples with your own figures in the yellow input cells. This is a planning tool, not a valuation.

Download the Value Gap Finder

4-page guide · PDF

Get your numbers ready for scrutiny

The Add-Back Finder + Buyer Diligence Checklist

Work through your expenses and start gathering the evidence a buyer will ask for, before anyone asks.

A line-by-line worksheet for potential add-backs, deductions, and supporting proof.
Financial red flags to address before a buyer reviews your books.
A checklist covering financials, clients, team, operations, and compliance.

Have your last three years of P&Ls and tax returns handy. Use the PDF alongside the Value Gap Finder and document every proposed add-back.

Download the Finder + Checklist

One practical place to start

Gather your financials, work through the Add-Back Finder, then use the workbook to choose your first fix.