The following endorsement is from a client who transitioned ownership of his professional services firm to a junior partner:
Planning for ownership transition of a small professional services firm is a tremendously challenging and uncertain process. Most often it involves a transfer of both equity and management control from a founding owner to a successor- typically a complicated legal and emotional process, given the intensely personal nature of longstanding client relationships.
We completed our transition plan under Jennifer’s wise guidance in 2015, are now on track for a complete transfer of ownership at the end of 2019, and the plan has worked flawlessly and to the satisfaction of everyone involved.
Jennifer not only gave us expert advice and guidance but did so with a thoughtful understanding of the nature of our business, and especially of the many important challenges outside the legal and business boundaries of our practice.