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CASE #1

Background: 34 year old female client with 3 years experience as defense insurance associate in large firm. Works in metropolitan area.

Goal: To establish a partnership practice in the area of Personal Injury/Plaintiff

Strategy: 1. Business Plan, 2. Marketing plan 3. Partnership Agreement

Results: Client decided on a virtual office as she has young children at home and wants to work from there.

Partnership wasn’t feasible because of life style and time commitment differences. This was discovered while working on the partnership agreement.

Was decided that client would work with intended partner on some cases as they came up and would keep a good relationship for possible future partnering.

Long Range Planning:
1. Strengthen referral base which is in place.
2. Build practice carefully so as not to conflict with time for the children.
3. Set up network
4. Look to expanding out of home office when children are older.


CASE #2
| CASE #3