The Quick and Dirty Business Plan for Law Firms

Did you know that many business owners do not have a business plan? The complexities and nuances that go into building a firm and business planning in general are more important than you might think. In this episode of the Crushing Chaos with Law Firm Mentor podcast, executive coach and business consultant, Kathy D’Agostino, shares her knowledge and 25 years of experience to help you grow and invest in your business.


Whether or not you’ve prepared a basic business plan that you revisit once a year or you have not taken the time to plan yet, this episode will take actionable and relatively quick steps to hone in on your mission, values and vision.


In this episode we discuss:

  • Key components of a business plan
  • Mission statement and Values – the roadmap to get us there
  • Why personal values and business values are not dissimilar
  • Values – what matters to you
  • Generic and true values by industry
  • SWOT analysis – what is it?
  • Pre-work for SWOT analysis
  • Frugal, agile, efficiency – integrating these components in business in light of COVID
  • Finding out what others think about you … by asking!
  • What stands out about me as a professional?
  • What can I do to have a stronger brand?
  • Internal and external threats
  • Narrowing down the goals – what needs to be tracked
  • Deciding what to measure
  • The downside of chasing too many squirrels
  • How to derail your distractions

Worksheet link

About Kathy

Kathy D’Agostino is an Executive Coach and Business Consultant with more than 25 years of experience helping leaders grow their business and invest in their greatest asset, their employees.  She’s worked with hundreds of organizations to develop their leadership team,

accentuate their core values and create a strong culture.  She is a facilitator and trainer on topics that include sales, time management, employee engagement and various other people skills. She is a sought after speaker on topics of culture and core values, and is a Certified Professional Coach by the Institute of Professional Excellence in Coaching (IPEC) as well as a Certified Coach and Trainer of the Core Values Index Hiring Assessment.

About Allison

Allison C. Williams, Esq., is The Law Firm Mentor.  Law Firm Mentor is a Business Coaching service for solo and small law firm attorneys.  It helps lawyers to grow their revenues, crush chaos in business and make more money.  Law Firm Mentor was born out of Allison’s experience starting a law firm and scaling its revenues into a multi-million dollar business in only three years.  She shares her extensive knowledge of business, mindset coaching and entrepreneurship alongside her team in Law Firm Mentor.

Allison is also Founder and Owner of the Williams Law Group, LLC, with offices in Short Hills and Freehold, New Jersey.  She is a Fellow of the American Academy of Matrimonial Lawyers, is Certified by the Supreme Court of New Jersey as a Matrimonial Law Attorney, and is the first attorney in New Jersey to become Board-Certified by the National Board of Trial Advocacy in the field of Family Law. Allison is a member of the New Jersey Board on Attorney Certification (NJBAC) – Matrimonial Committee, a New Jersey Supreme Court committee that determines eligibility of candidates to be certified as a recognized practitioner in the field of matrimonial law.

Allison has been named a Rising Star Attorney by the New Jersey Super Lawyers franchise continuously from 2008 – 2013, and has been named a Super Lawyer by that organization for 2014 – present. In 2016, she was featured in the Super Lawyers publication (Williams v. The Rubber Stamp), she has been named one of the Top 50 Women Super Lawyers in New Jersey from 2017-2020 and in 2019-2020, was voted in the Top 100 Super Lawyers and Top 50 Women Super Lawyers in the State of New Jersey.

Allison is an accomplished businesswoman. In 2017, the Williams Law Group won the LawFirm500 award, ranking 14th of the fastest growing law firms in the nation, as Ms. Williams grew the firm 581% in three years. She won the Silver Stevie Award for Female Entrepreneur of the Year in 2017.  In 2018, Allison was voted as NJBIZ’s Top 50 Women in Business and was designated one of the Top 25 Leading Women Entrepreneurs and Business Owners. In 2019, Allison won the Seminole 100 Award for founding one of the fastest growing companies among graduates of Florida State University.

In 2018, Allison created Law Firm Mentor, a business coaching service for lawyers. Through multi-day intensive business retreats, group and one-to-one coaching, and strategic planning sessions, Ms. Williams advises lawyers on all aspects of creating, sustaining and scaling a law firm business – and specifically, she teaches them the core foundational principles of marketing, sales, personnel management, communications and money management in law firms. 

She received her B.S., magna cum laude, and her M.S., summa cum laude, from Florida State University. She received her J.D., cum laude, from Syracuse University College of Law.


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