We're heading back to Vista Consulting Team's "A Seat at the Table" event for one of the best conversations Conrad and Gyi had there, and it’s been sitting in the vault for a reason. Josh Porte, Partner and M&A Attorney at Holland & Knight, joins the guys to break down the ethics and mechanics of MSO deals, and with private equity continuing to move into law firms, this one's more relevant now than when it was recorded.
Josh co-leads Holland & Knight's legal services transactions team and works both sides of these deals, buyers and sellers. He breaks down Rule 5.4 and Rule 5.3, the two rules that actually shape how an MSO can be structured and how money is allowed to move between the MSO and the law firm; plus transfer pricing, AI-native law firm structures, rollover equity instead of non-competes, and how EBITDA multiples drive valuation. Whether or not you're interested in dancing with the PE people, Josh makes the case for running your firm as if it's always ready to be sold.
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Want to hear more about what we learned from ‘A Seat at the Table’? There’s a place for that: Tidbits - Lunch Hour Legal Marketing
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On the road again…
We’ll be joining our good friends at Case Status CX Summit for a live episode! CX Summit 2026 | The Legal Client Experience Conference
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