Internal business development analysis—long form
Internal business development analysis—long form

The following Practice Management precedent provides comprehensive and up to date legal information covering:

  • Internal business development analysis—long form

A: Business plans

Information neededWho will obtain the information?Date for deliveryKey conclusions/insightsWhere is this information stored?
Firm values, mission statement and positioning
Business plan for the firm
Business plan for each department/ sector and/or office

B: Financial analysis

Information neededWho will obtain the information?Date for deliveryKey conclusions/insightsWhere is this information stored?
Fee income and profit for the current year (for each department/sector and/or office)
Fee income and profit for the previous 3 years (for each department/sector and/or office)
Financial benchmarks for comparable firms
Known investment plans (include current and future plans)

C: Client/referrer analysis

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