Seven financial strategies most plaintiff firms never implement.
A practical guide for firm owners on cash flow, case costs, and tax planning under the contingency model. Written by a fractional CFO who works only with personal injury firms.
Seven financial strategies most plaintiff firms never implement.
What's inside.
Cash flow management.
Realistic budgeting, a three-month reserve, rolling forecasts, and a line of credit secured before you need it.
Case cost financing and litigation funding.
A structured cost approval process, cost tiers by case, and rigorous cost recovery.
Tax planning for firm owners.
Income smoothing across settlement years and tax-deferred vehicles that reduce the surprise.
Profitability metrics and KPI tracking.
Case acquisition cost, resolution time, profit per case, overhead ratio: the numbers that show where the firm actually makes money.
Managing overhead and operational efficiency.
Compensation structures that align attorney incentives with profitability, plus the technology and workflow to stay lean.
Growth and expansion planning.
Scaling without overextending: differentiation, referral networks, and documented processes that survive turnover.
Understanding the difference between cash flow and profit.
Why a firm can be profitable on paper and still struggle to make payroll, and how to manage both.
Written for firm owners, not accountants.
No theory and no jargon. Every strategy in the guide is something a managing partner can put in motion inside a quarter. If you run a plaintiff practice and you have ever had a great year on paper that felt tight in the bank, this was written for you.
