Management services organizations (MSOs) are changing how law firms, especially personal injury practices, create and realize enterprise value. If you’re considering a sale, outside investment or succession plan, attend this one-hour webinar, co-hosted by Fox Rothschild and Guardian Tax Consultants, for a practical, informal discussion of how the MSO structure works, how it can support exit value, and what we are seeing in current transactions.

Topics include:

• How the MSO model works. Which services move to the MSO and how the structure is designed to comply with the rules on nonlawyer ownership and fee sharing.
• Legal and ethics considerations. Professional independence, client confidentiality, fee arrangements and how state regulators are responding.
• Transfer pricing and the management fee. How arm's-length fees are set and documented, and what the IRS looks for.
• Exit value and the M&A market. What buyers and investors are paying for, how deals are structured and valued, and current market trends.
• Implementation and ongoing administration. How to build and run the structure so it holds up to scrutiny from its three reviewers: the IRS, state regulators and the buyer conducting due diligence.
• Where AI fits. How technology is affecting firm operations and value.

Panelists:
Arina Shulga, Fox Rothschild
Perry Urken, Ryan, LLC
Ralph Lerman, Rothschild & Co.
Alexander Jones, CEO, Guardian Tax Consultants®
Luke Snyder, CBIZ Advisors, LLC

Moderator:
Thomas Bueler-Faudree, Co-Founder, August Law

Submit Your Questions in Advance

A Q&A will follow the panel discussion. We want to address the issues that matter most to you. Please email your questions ahead of time to ashulga@foxrothschild.com. Questions will be kept anonymous.

Fox uses Webex technology for webinars. New to Webex? Click here to join a test meeting. We recommend using the computer audio option.

Questions? Contact events@foxrothschild.com.