Exit On Top: A Guide to Making Your Firm Profitable to Own and Sell

Have you thought about how to make your firm more profitable and more fun to own? Have you thought about eventually selling your firm? Amazingly, the firm somebody wants to buy is the same one you want to own! Why? Because that firm throws off a lot of cash, has happy employees and happy clients, and allows the owner the freedom to spend their time doing what they love. Join Brooke Lively and Judith Bachman, Esq. to discuss strategies for creating your ideal firm to own and, ultimately, sell.

Speakers: Brooke Lively of Cathcap and Judith Bachman, Esq. of The Bachman Law Firm PLLC

This event is open to WOL Members & Non-Members and will be held virtually via Zoom.

Brooke Lively

Brooke discovered her passion for helping entrepreneurial lawyers build their firms by working with her father. After getting her MBA in corporate finance and investments at Texas Christian University and a quick stint at a hedge fund, she found herself helping her family establish a new firm, which hit the seven-figure mark within eighteen months. Soon thereafter, she started talking to other lawyers who asked, “Can you do for us what you do for your family?”

This is when Brooke realized that most attorneys don’t run their firms by the numbers. They are making decisions based on their gut, and that causes a lot of anxiety — not to mention a loss of profitability. With that insight, Brooke started Cathcap, a fractional CFO company designed to maximize law firm profitability.

Since 2013, Brooke and her team have helped hundreds of firms make data-driven decisions to drive faster growth and more predictability in their businesses. As a CFO, Brooke looks at every part of a firm that touches the money — and that’s the whole firm. This eventually led her to become an EOS Implementer®. Through EOS, Brooke helps firms gain clarity on their vision, discipline, and accountability to increase traction and develop a healthy, functional leadership team.

Brooke weaves the technical knowledge from her MBA with her real-world experience to create speeches that have entertained groups worldwide, such as Entrepreneur’s Organization, bar associations, and conferences like PILMMA Super Summit, 360 Advocacy, and the Louisiana Association of Justice. She has written numerous books, including her international best-selling series From Panic to Profit. Brooke has been featured in Forbes, US News and World Report, and on CNBC. She also has a monthly financial column in Attorney at Work and is frequently requested as a podcast guest.

Brooke can be reached at [email protected].

Judith Bachman, Esq.

Judith is the founder of The Bachman Law Firm PLLC.  The firm protects business clients and helps them grow by providing support with transactional, corporate, cyber/data privacy, intellectual property, real estate, and litigation matters.

Judith has been practicing law for more than 30 years.  She is licensed in both New York and New Jersey.

Judith serves as the Judge for the Village of Grandview on Hudson Justice Court and is on the boards of the Westchester County Women’s Bar Association (Cyber Law Chair), the Rockland Business Association, Women Owned Law, and the New York State CPA Society, Rockland Chapter.

Prior to launching the firm, Judith was a litigation associate at Shea & Gould and then Dechert, Price & Rhoads. 

She received her J.D. from the University of Chicago Law School and her B.A. from SUNY Binghamton.

Cost:

• WOL Members - FREE
• Non-Members: $25