Co-hosted with Fox Rothschild. Event details and registration are on Fox Rothschild's event page. Related: GTC is building the MSO Platform with August (August's announcement).
| Please join us for this webinar on November 10. I’m on the panel with Fox Rothschild, and your clients, prospects and colleagues are welcome too, so feel free to pass this along. — Alex Jones, CEO, Guardian Tax Consultants® |
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Law Firm MSOs: Structure, Exit Value and the Current Deal Market
A Complimentary Webinar About the Latest Developments in the Legal MSO Space
Tuesday, November 10 | Noon – 1 pm ET | 9 – 10 am PT
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 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:
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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. |
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Legal and ethics considerations. Professional independence, client confidentiality, fee arrangements and how state regulators are responding. |
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Transfer pricing and the management fee. How arm's-length fees are set and documented, and what the IRS looks for. |
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Exit value and the M&A market. What buyers and investors are paying for, how deals are structured and valued, and current market trends. |
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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. |
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Where AI fits. How technology is affecting firm operations and value. |
Panelists:
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Arina Shulga, Fox Rothschild LLP |
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Perry Urken, Ryan, LLC |
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Ralph Lerman, Rothschild & Co. |
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Alexander Jones, CEO, Guardian Tax Consultants® |
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Luke Snyder, CBIZ Advisors, LLC |
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Moderator: Thomas Bueler-Faudree, Co-Founder, August Law |
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| Register by Nov. 9 |
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.
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Questions? Contact events@foxrothschild.com.
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CALIFORNIA
COLORADO
DELAWARE
DISTRICT OF COLUMBIA
FLORIDA
GEORGIA
ILLINOIS
MASSACHUSETTS
MINNESOTA
MISSOURI |
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NEVADA
NEW JERSEY
NEW YORK
NORTH CAROLINA
OKLAHOMA
PENNSYLVANIA
SOUTH CAROLINA
TEXAS
WASHINGTON |
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COPYRIGHT © 2026 FOX ROTHSCHILD LLP. FOX ROTHSCHILD LLP IS A PENNSYLVANIA LIMITED LIABILITY PARTNERSHIP. THE MATERIAL CONTAINED IN THIS DOCUMENT HAS BEEN AUTHORED OR GATHERED BY FOX ROTHSCHILD FOR INFORMATIONAL PURPOSES ONLY. THIS DOCUMENT IS NOT INTENDED TO BE AND IS NOT CONSIDERED TO BE LEGAL ADVICE. TRANSMISSION OF THIS DOCUMENT IS NOT INTENDED TO CREATE, AND RECEIPT DOES NOT ESTABLISH, AN ATTORNEY-CLIENT RELATIONSHIP. LEGAL ADVICE OF ANY NATURE SHOULD BE SOUGHT FROM LEGAL COUNSEL.
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VIEW OUR PRIVACY NOTICE |
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For background before the session, our Reference Edition on law-firm MSOs and the brief on law-firm MSOs for personal injury firms cover the same ground in more depth.
Hosted by Fox Rothschild LLP. Registration and the webinar are run by Fox. Informational only. Applicability depends on the specific facts, structure and jurisdiction. Counsel owns the legal conclusions; the firm’s CPA owns the returns.
