Succession Planning


 

“We are made wise not by the recollection of our past but by the responsibility for our future.”

– George Bernard Shaw

Ensure your firm’s future vitality.

A successful transition of your firm’s leadership roles and key client relationships into new hands is essential to ensure the firm’s sustainability and future vitality.  At Adam Smith, Esq., we can help you address the complexities of these transitions and make them disciplined and smooth.

Many firms chronically postpone planning for these inevitable events, leaving themselves to scramble in the event of a crisis.  With thoughtful and sensitive advance planning, pursued with a “firm-first” attitude, we can help you avoid these alarming and destabilizing crises.

If you’re just starting to address these issues, we can work from a clean sheet of paper to devise a comprehensive plan, tailored to your firm and the desires, needs, and capabilities of your partners.

If you have client or leadership transition plans in place, we can assess them objectively and give you a report card on their timeliness and scope and suggest adjustments as needed.  We can also assess whether the plans are being successfully implemented or followed by key participants.

And, if you’re already facing a crisis arising from events such as health emergencies, abrupt lateral departures or surprise developments at your client or your firm, we can provide steadying interim counsel while helping you map an effective and convincing path forward.

 


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Publications

Contact

Bruce MacEwen, President
Email
direct: +1.212.866.4800
mobile: .+1.212.866.2630
New York

Janet Stanton, Partner
Email
direct: +1.212.866.4270
New York

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