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Successful Business Planning



Successful Business Planning: Representing the Moderate Income Client is designed to assist lawyers in developing a successful and financially viable practice that incorporates representation of moderate income clients.  The manual includes practical and ethical considerations in developing a business plan and providing representation.  Among the tools are sample forms (included in electronic form), such as an interactive business planning spreadsheet that calculates the amount of income needed to cover overhead, personnel, and lawyer earnings.  There is also a discussion about the value of mentorship and other ways to gain competency, many offered through membership in the Colorado Bar Association. 



CBA Members

Download the book or individual chapters (CBA login required)
Hardbound copy ($45)


Download ($119)
 Hardbound copy ($129)



Overview - Pros and Cons of Having a Practice Where You Represent Clients with Moderate Incomes
Presented by John Zakhem, Esq., Program Chair

History and Context
Presented by the Honorable Daniel Taubman

Marketing-Getting Clients
A Panel Presentation Presented by John Zakhem, Esq., Program Chair, Carlos Migoya, Esq., Scott Baroway, Esq., and Nancy Lake, Esq.

Client Screening
Presented by John Zakhem, Esq., Program Chair

Create a Financially Rewarding Practice Representing Clients with Moderate Incomes

Review of Custom Excel Spreadsheet and Discussion of Business Basics, Including Planning, Budgeting and Fee Arrangements
Presented by Stephen M. (Pete) Peterson, President

The Unbundling of Legal Services as a Way to Represent Your Moderate Income Client - Ethical Implications
Presented by Adam Espinosa, Esq., and the Honorable Daniel Taubman

How to Take Advantage of the New Self-Help Centers and Lawyer Lists
Presented by Penny Wagner, Court Services Analyst, SCAO, and April Bernard, Self Represented Litigant Coordinator, 1st Judicial District

Ethics: Competency
Presented by James Garts III, Esq.

Important Ethical Issues in Representing Clients with Moderate Incomes - Pitfalls to Avoid
Presented by Honorable Daniel Taubman and Adam Espinosa, Esq.