Vol. I — A field guide for firm owners
Build a firm worth running, on terms worth keeping.
Resources, frameworks, and field notes for lawyers, accountants, and advisors who want to grow without losing the plot.
Measure your success.
The metrics that actually move a practice forward — and the vanity numbers worth ignoring. Track what matters, not what's loudest.
Realization rate
What's billed vs. what's collected. The single most honest number in your practice.
Read essay → ii.Client lifetime value
Why your best clients are worth ten of your loudest, and how to find more of them.
Read essay → iii.Effective hourly rate
The number every flat-fee practice secretly needs to know.
Read essay → iv.Pipeline coverage
How much runway you actually have, in weeks not feelings.
Read essay →Define your firm's identity.
Who you serve, what you refuse, and the voice that ties it together. The work nobody assigns you that determines everything else.
The positioning audit
A one-page exercise to surface what you actually sell vs. what your website claims.
Download PDF → ii.The refusal list
Why a written list of work you won't take is the highest-leverage document in the firm.
Read essay → iii.Brand voice in 90 minutes
A workshop format that gets a partnership to actually agree on tone.
Watch reel → iv.The intro email rewrite
Before-and-afters from real firms, annotated.
Read essay →Sharpen your firm's tools.
Templates, software stacks, and operating rituals worth stealing. Built by people who actually run firms, not vendors who sell to them.
The engagement letter library
Twelve templates, plain-language, ready to fork.
Download PDF → ii.Stack teardowns
What real firms actually run on, with prices.
Read essay → iii.The Friday review
A 30-minute weekly ritual that replaces three meetings.
Watch reel → iv.Onboarding in seven steps
The kickoff sequence that sets expectations for the whole engagement.
Download PDF →Architect your firm's future.
Hiring, succession, equity, exit. The decisions you only make a few times — and the ones that matter most when you do.
Your first hire
How to know when, who, and what to pay them without guessing.
Read essay → ii.Equity for partners
Vesting, buy-ins, and the math nobody explains until it's too late.
Download PDF → iii.Building a sellable practice
The five things buyers look for, and how to put them in place years ahead.
Read essay → iv.The five-year letter
An annual exercise to keep the firm pointed at something real.
Watch reel →Latest from the toolbox
The pricing decision tree
Hourly, fixed, value, retainer — when to use which.
Reel · 0:58Why your top client is a risk
Concentration, in 60 seconds.
Essay · 12 minHiring your first associate
The unglamorous arithmetic of partnership.
Pdf · 6 pagesRefusal list, blank
Print it. Fill it. Tape it to the wall.