11755 Wilshire Blvd # 900

Los Angeles, CA 90025

droberts@legalelite.com

1. Experience

• Partner-in-Charge - Legal Services Practice
• Over 17 years of experience in working with law firms (over 400) to streamline operations, boost efficiency and increase profitability
• Recognized expert in law firm financial and management consulting
• Consults with law firms of all sizes with respect to:
• partner compensation
• strategic planning
• profit improvement studies
• mergers
• dissolutions
• tax consulting and compliance
• operational reviews
• budget preparation
• capitalization studies
• deferred compensation
• administrative organizational reviews
• internal control reviews

2. Author & Speaker

• Has written, lectured and taught on numerous tax and management issues affecting law firms
• Published articles have appeared in the American Bar Association Journal and California Lawyer
• Co-authored Financing the Start-Up Law Firm published by the American Bar Association’s Law Practice Management section
• Publishes the annual Southern California survey of law firm compensation and benefits
• Expert witness

Previous experience as in-house controller and administrator for law firms

3. Professional Affiliations

• Certified Public Accountant
• American Bar Association and State Bar of California - Law Practice Management sections
• California Society of Certified Public Accountants
• American Institute of Certified Public Accountants

4. Education

• Bachelor of Science degree - California State University, Northridge