At Kaplan Advisory Partners, we believe the best legal counsel goes beyond just knowing the law—it requires understanding your business. "Advisory Partners" reflects our commitment to being true strategic allies in your success

Advisory means every piece of guidance is grounded in both legal precision and business sense. We don't just tell you what the law requires; we help you understand how it impacts your goals and what it means for your next move.

Partners reflects how we work. Rather than the traditional lawyer-client relationship, we become integrated members of your professional team. We collaborate closely with your accountants, financial advisors, and other trusted professionals to ensure you receive comprehensive, coordinated counsel.

This partnership approach has built our practice organically—the majority of our new clients come through referrals from our existing network of professionals and satisfied clients, not through advertising or marketing.

When you work with Kaplan Advisory Partners, you're not just hiring lawyers—you're gaining strategic advisors who are invested in your long-term success and committed to providing clarity without jargon, solutions without complexity.

We work with business owners, entrepreneurs, real estate investors, and professionals who understand the value of strategic legal counsel. These aren't clients looking for the lowest bidder or cheapest option—they want advisors who can navigate both the legal complexities and business realities of their situations.

Our typical client might be launching a startup and needs guidance on entity formation and initial contracts, a growing company considering an acquisition or seeking funding, a real estate developer working through complex commercial transactions, or an individual making a significant residential real estate purchase who wants thorough, professional representation.

What unites our clients is their approach: they view legal counsel as an investment in their success rather than just a cost of doing business. They value clear communication over legal jargon, practical solutions over theoretical possibilities, and long-term advisory relationships over one-off transactions.

Most importantly, our clients appreciate that we take the time to understand their goals and constraints before offering advice. They want partners who will tell them not just what they can do legally, but what they should do strategically. They understand that good legal advice prevents problems rather than just solving them, and they appreciate having advisors they can trust with their most important business and personal decisions.

The majority of our new clients come through referrals from our professional network—accountants, financial advisors, and other satisfied clients who know we'll provide the kind of strategic partnership they've experienced themselves. This tells you something about the relationships we build and the results we deliver.

We primarily work on an hourly basis for most matters, which allows for transparency and flexibility as your project evolves. However, we recognize that every situation is unique, and we're open to discussing alternative billing arrangements when they make sense for your specific needs.

Whether it's a flat fee for a straightforward transaction, a hybrid approach for complex deals, or a retainer structure for ongoing advisory work, we're committed to finding a billing arrangement that aligns with your goals and budget.

What matters most to us is accomplishing your objectives effectively. We believe in having honest conversations upfront about costs and expectations, so there are no surprises along the way. Our focus is on delivering value and results, and we'll work with you to structure our engagement in a way that makes sense for your situation.

Every matter is different, and our billing approach reflects that reality. We're always happy to discuss options during our initial conversation to ensure we find the right fit for your project and your business.

For residential real estate purchases and sales, we often offer flat-fee billing, which is the standard practice in the industry. However, unlike high-volume firms that treat residential transactions as assembly-line work, we approach every deal with the same attention to detail and care we bring to our commercial matters.

We're not a factory churning out hundreds of residential deals each month. Every client—whether buying their first home or selling investment property—receives the personalized attention and thorough review that our hourly commercial clients expect, sometimes even more.

Each transaction is unique, and our fees reflect the complexity and nuance involved. A straightforward purchase will have different requirements than a deal involving complex financing, title issues, or unusual contract terms. We price accordingly, ensuring you receive the level of service your situation requires.

While other residential real estate attorneys may operate on volume, cutting corners to maximize throughput, we believe your home purchase or sale deserves the same strategic thinking and meticulous execution as any major commercial transaction. After all, for most people, their home represents their largest investment—it should be treated that way.

You'll hear from us regularly and proactively throughout your matter. We believe communication is essential to being true advisory partners, so we don't wait for you to call us wondering what's happening.

For active transactions, expect updates at every significant milestone—when we receive documents for review, when we've completed our analysis, when we're waiting on the other side, and when action items arise that need your input. We'll also keep you informed about timing and next steps so you're never left wondering where things stand.

For more complex or longer-term matters, we'll establish a communication rhythm that works for your schedule and the project's needs—whether that's weekly check-ins, bi-weekly updates, or milestone-based reporting.

What you won't get from us is radio silence followed by a surprise bill. We maintain ongoing dialogue because we've found that the best outcomes happen when clients are informed partners in the process, not passive recipients of legal services.

You'll also have direct access to us when questions arise. We're not a high-volume operation where you'll be shuffled between associates or left waiting days for responses. When you need to reach us, you can—and we'll get back to you promptly.

Our goal is to keep you informed and confident throughout the process, not surprised at the end.

Absolutely. In fact, collaboration with your existing professional team is fundamental to how we practice law.

As "Advisory Partners," we believe the best outcomes happen when all your advisors work together rather than in silos. We regularly coordinate with accountants, financial planners, wealth managers, and other professionals to ensure you receive comprehensive, integrated counsel.

Whether we're structuring a business transaction that has tax implications, reviewing a real estate deal that affects your investment portfolio, or helping with corporate governance decisions that impact your financial planning, we make it a priority to communicate with your other advisors throughout the process.

This collaborative approach isn't just convenient—it's essential. Legal decisions don't exist in a vacuum, and we've found that the most successful outcomes occur when your entire advisory team is aligned and working toward the same goals.

Most of our new clients actually come to us through referrals from accountants, financial advisors, and other professionals in our network. This isn't coincidental—it reflects our commitment to being true partners within your broader professional ecosystem.

We'll coordinate calls, share relevant information (with your permission, of course), and ensure everyone is on the same page so you can make informed decisions with confidence.