Whether you're:
A junior partner, income partner, or counsel preparing for promotion
A lateral partner candidate ready to make a move
A recruiter working with lateral partners who needs a professional, polished template
Or part of a team of attorneys preparing to move a practice group together
This is the tool you need to present your practice like a rainmaker — clearly, credibly, and strategically. This isn’t a generic document pulled from the internet. It’s built from 20 years of successful BigLaw partner placements, informed by real lateral partner questionnaires (LPQs), and designed to hit the key points top law firms look for across all practice areas.
Lateral Partner Business Plan Template (Word) – Fully customizable and structured to align with what firms want
Fillable PDF version – For quick drafting or clean submissions
1-page “How-To” Guide – Walks you through what to write and why it matters
Sample Completed M&A Business Plan – A full paragraph-style example with built-in visuals and strategy language
3-Year Revenue Origination Trends
Client Revenue Distribution
6/12/18-Month Business Development Forecast
Individual Client Growth Projections
Key Contacts & Referral Source Summary
Attorneys prepping for internal promotion or partnership review
Income or non-equity partners pursuing lateral moves
Legal recruiters helping candidates stand out in a crowded market
Groups of attorneys moving practices together
Law firm coaches, career advisors, and PD professionals
Download immediately upon purchase — no wait time. Files are provided in both editable Word and fillable PDF formats.
If you’d like direct help drafting your plan — or want expert input on platform fit, business development strategy, or market positioning — please purchase the Senior Attorney & Partner Coaching Package Career Coaching for Senior Attorneys and Partners: Package of Four (4) Sessions (Includes Multiple Document Reviews & Drafting) instead.
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