A winning approach to

Retirement and Succession Planning

— for Professional Services Firms.

We prepare your partners for a rewarding retirement so both they and your firm can continue to thrive.

Protect and deepen client relationships – by prioritizing your partners

Your senior partners have invested years into building their client relationships. A positive transition into retirement is critical to their wellbeing, the future of your younger talent and the continued prosperity of your firm.

Zelinka Parsons has helped hundreds of AMLaw 100 lawyers plan for meaningful lives after retirement. Our partner-centered approach results in readiness — individuals who are looking forward to life after an intense career, clients who have confidence in a new team, rising talent looking for opportunity and professional services firms that are positioned for continued growth.

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The Irrefutable Case for
Retirement & Succession Planning

According to Altman Weil’s 2015 Law Firms in Transition Survey, 63% of law firms, partners aged 60+ controlled at least 25% of the firm's total revenue, and another succession planning survey of large law firms by ALM Intelligence shows that in over half of the firms surveyed, at least 25% of a retiring partner’s book of business is lost when they retire.

According to the National Association of Corporate Directors, fewer than one in four private company boards say they have a formal succession plan in place.

A study by the Association for Corporate Growth found that the average age of investment banking partners in the United States is 53.

According to a study by Deloitte, 86 percent of business leaders believe succession planning is an “urgent” or “important” priority, but only 14 percent believe they do it well.

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Our Clients Redefine Retirement

Specializing in succession and retirement planning for the world's top professional services firms.

For the past 15 years, Elizabeth Zelinka and David Parsons have empowered intense career professionals to step out of identity-defining careers and into inspiring next chapters. Working with individuals, they enable talent management solutions that help professional service firms ensure a successful path forward.

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Premier Solutions for Intense Career Professionals

Encore

Our premiere offering, the Encore program has led hundreds of intense professionals into rewarding lives after retirement. This intimate, two-day retreat experience is focused on helping clients redefine and reconnect to who they are and what they value. Clients leave energized — equipped with the tools and mindset to design an intentional, meaningful life.

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Ovation

Held virtually, this one-day intensive program guides clients through a series of self-assessments, independent work and one-on-one sessions. At the end of the day, they walk away with a greater understanding of themselves, a clear vision of the next steps on their journey and the confidence to move forward.

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Insight

Our consultative coaching program includes two in-depth assessments and four hours of virtual coaching for clients who want to focus on specific aspects of their plan for client transition or engagement after their career.

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Horizon

This group retreat experience is perfect for professionals (and their life partners, where applicable) who want to engage in longer term planning. Ideal for anyone within 10 years of retirement, this informative two days will provide a framework for how to think in advance about life after an intense career as well as many practical ways to lay a strong foundation for a smooth transition professionally and personally.

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Workshops

We offer customized workshops ranging from one to three hours that help to educate and empower your professionals and leaders about how to approach succession planning and prepare for life after retirement from an intense career. Over time, these workshops help to normalize the topics of retirement and succession planning, allowing for more proactive and effective engagement on these topics.

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Ready to get strategic about succession and retirement planning — for your firm and your people?