A live series for law firm owners

Session 01   /   October 7, 2026

POSITIONED.

The Rules Are Changing. Are You Positioned?

You don't have to decide to sell your firm today. But you deserve more than one good option when the time comes. Start here.

Your next move starts here.

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