ProVisors Member Thought Leadership

Latest from ProVisors Member Thought Leadership

Key Takeaways:

  • Limitation of liability clauses are really three or four clauses in one — a consequential-damages disclaimer, a standard cap, carve-outs, and possibly a super cap — and they only work if drafted to interact correctly.
  • The real negotiation happens in the carve-outs: which claims (e.g., indemnity, confidentiality, data breach, IP infringement, fraud, gross negligence) get treated differently, and

Most professional services firms are automating the wrong things first. In this free one-hour webinar, Rob Wiltsey, Founder of Future Foundations, and Christian Kelly, CTO at Xantrion, walk through two real-world AI automation examples — a simple inbox triage workflow and a complex document drafting process for estate planning firms — and show exactly how to identify the right workflows

Pennsylvania Supreme Court Narrows Scope of Workers’ Compensation Anti-Referral Provision: Implications in Light of Federal Physician Self-Referral Law

On June 16, 2026, the Pennsylvania Supreme Court issued a significant decision interpreting Section 306(f.1)(3)(iii) of the Workers’ Compensation Act (the “Act”), commonly known as the Anti-Referral Provision. The Court held that the placement of the phrase “goods or services” following a

Straight talk on money, risk, and the financial truths most law firm owners never hear

Issue No. 1 · Frank Rekas, CPFA · Palm Wealth Partners

FRANKLY SPEAKING

Your firm is worth something. To you. But without a succession plan, it may be worth far less to anyone else.

Let me ask you something no one has probably asked you

Everyone wants clarity.
It’s one of the most common goals leaders talk about. We want clarity around strategy, priorities, decisions, and direction.
But clarity isn’t always easy to define.
Unlike revenue challenges or operational issues, a lack of clarity rarely appears on a dashboard. Instead, it shows up in more subtle ways:

  • Constant firefighting
  • Decisions driven by urgency instead of

In my coaching practice, one of the patterns I see most often among high-performing professionals isn’t a lack of ambition. It’s a subtle substitution: hoping something will happen in place of actually deciding it will.

These are driven, capable people, the kind who build firms, lead teams, and advise clients through complex decisions every day. Yet when it comes to

As Parrish Law Partners approaches its first anniversary, I find myself reflecting on everything I’ve learned over the past year. Surprisingly, the biggest lessons weren’t about the law itself.
ABA Model Rule 1.1 requires attorneys to provide competent representation. That means we must be able to acquire the knowledge and skill necessary to competently handle matters entrusted to us. After

As I often discuss with financial advisors, attorneys, insurance agents, bankers, realtors, accountants, digital marketers, M&A brokers, private equity bankers, and others that find business development, origination, and sales important, here’s how to be awesome! (Wow, long sentence!)

Participate in Scheduled Events and Meetings Regularly
Register at the beginning of the month for all events you plan on attending.

Own

I get that call all the time.
An owner, right before a big decision a purchase, a partner buyout, a lease, a loan. Business is good. Cash is tight. And then the question:
“I’m profitable so why am I always out of cash?”
Almost every time, the money is hiding in the same four places none of which they can