Don’t Run Out of Money Building Your Law Practice: How to Fund Your Law Practice Growth the Right Way

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Ali Katz

Founder & CEO of New Law Business Model & Personal Family Lawyer

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Nicole Newman

Personal Family Lawyer

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Sarah Beth Locke

Personal Family Lawyer

Lawyers, should you go into debt to build your law practice? It's been ingrained in your training and mindset to be risk averse. But did you know you’re actually taking on more risk by NOT taking on debt?
It’s far riskier to try and build a law practice business without getting access to properly managed capital. Sign up for this 90-minute class with lawyer Ali Katz and learn:
  • How to tap into 5 years' worth of your law practice's future profits NOW to propel your growth with confidence
  • Strategies for managing credit, debt, and capital to mitigate your personal risk, and maximize the opportunities in your law practice so that you borrow wisely without ruining your credit score or ending up bankrupt, if things don’t go as planned
  • Invaluable insights from Ali's personal story about funding, the exact amount she secured, and why that was the wrong amount
  • The best ways to use lines of credit and loans strategically to build reserves and establish a solid financial foundation for your law practice
  • Plus, learn from veteran lawyer Nicole Newman and brand-new just out of law school lawyer Sarah Beth Locke about how they each secured $150,000 of financing, despite having no assets or income to prove they could pay it back …
  • AND we’re GIVING you access to our 6-Video Eyes Wide Open Credit Course to help you navigate the world of business credit like a pro and achieve your financial goals

Mastercourse for Estate Planning Lawyers
One-Time Only

Learn how to leverage properly managed debt to unlock 5 years' worth of your law practice's profits NOW to propel substantial growth for the future.

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On the Mastercourse

You will learn:

  • How to tap into 5 years' worth of your law practice's future profits NOW to get all the money you need to grow your law practice into a business

  • Strategies for managing credit, debt, and capital to mitigate your personal risk, and maximize the opportunities in your legal practice so that you borrow without ruining your credit score or ending up bankrupt, if things don’t go as planned

  • Invaluable insights from Ali's personal story about funding, the exact amount she secured, and why that was the wrong amount + learn from two of our PFL lawyers about how they each tapped $150,000 of credit with no assets and no income, and what they used the money for and why

  • The best ways to use lines of credit and loans strategically to build reserves and establish a solid financial foundation for your law practice to become the business of your dreams>

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You’ll Receive

The Eyes Wide Open Credit Course

Obtaining funding and capital the right way is absolutely critical for your business's success. That's why we're giving you this comprehensive 6-video course, packed with invaluable insights and practical tips to help you navigate the world of business credit like a pro and achieve your financial goals. In this course, you'll learn:

  • Proven strategies to raise capital effectively
  • How and when to make smart investment decisions and maximize growth
  • Techniques to repair and maintain a healthy credit score
  • Expert tips for handling debt collectors with confidence
  • Secrets to leveraging business credit for competitive advantage
  • Effective ways to secure and manage credit for long-term success

Presented By

 

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Ali Katz

Founder & CEO of NLBM & PFL

Ali Katz (formerly Alexis Martin Neely CA Bar #: 212365) graduated first in her class from Georgetown Law in 1999, where she was also a John M. Olin Law & Economics Fellow and began to get the idea that something new was needed. She then clerked on the 11th Cir and was an associate at Munger Tolles & Olson, before leaving to start her own law firm, Martin Neely & Associates. Ali grew her law practice from scratch into a 7-figure business in just 3 years by inventing a new way of serving client families in her community. She then wrote the best-selling book on legal planning for families, Wear Clean Underwear (now in 2nd edition), and created the LIFTed Business Advisor programs to help business owners make legal and financial decisions with their eyes wide open. Ali has appeared on the Today Show, Good Morning America and radio across the US as a family, financial and legal expert. Today, Ali has trained and licensed over 500 lawyers as Personal Family Lawyer firms, who all use her unique heart-centered counseling based methodology for educating their communities and serving their clients.

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Nicole Newman

Personal Family Lawyer

Nicole formed Newman Law Group to fulfill her dream of throwing out the old, broken down model of the estate planning industry where documents are prepared and no real relationship with the client is formed. Instead, Nicole aims to become a trusted source to guide her clients through the complicated and often confusing maze of financial and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. Her considerable legal expertise includes family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals. Nicole also excels in guiding her clients to pass on more than just their financial wealth, but a far more valuable intangible wealth – who they are and what is important to them. Nicole resides in Anaheim Hills with her daughter, Jilana, and their three dogs. She is licensed to practice law in California.

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Sarah Beth Locke

Personal Family Lawyer

Sarah Beth Locke is the Managing Attorney and Founder of Every Step Law Group, PLLC. Her areas of expertise are in asset protection, wealth transfer, and (most importantly) Kids Protection Planning. Sarah Beth launched her practice in February of 2023. She received her Juris Doctor from the University of Tennessee, Knoxville, in 2022, where she graduated with an Emphasis in Advocacy. Before her legal education, Sarah Beth received her Bachelor of Science in Business Management from Lee University in 2019, where she was honored by receiving the School of Business Award for her graduating class. Sarah Beth enjoys yoga, spending time outdoors, visiting wineries, and (of course) helping protect families and their futures as best she can. She looks forward to growing her practice and living a life of service to those around her.

What Our Members Are Saying

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Don’t Run Out of Money Building Your Law Practice:
How to Fund Your Law Practice Growth the Right Way

Mastercourse for Estate Planning Lawyers
(and Those Who Want to Be)
One-Time Only
Deliver powerful presentations to your community that get 33%+ of attendees saying yes right away + the rest hiring you when they are ready