Phyllis weiss haserot
Phyllis weiss haserot

President & Founder

212 593-1549

A Boomer Quiz

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How well will you cross the Boomer bridge?

The large number of Baby Boomer senior partners are making their presence felt in yet another way: they are coming up upon what is considered the traditional retirement age, and there is no process in place at most firms for transitioning planning and achieving a win-win situation for both the individuals and the firms. With no road map, the tensions are reaching the surface. Is your firm prepared?

If the above questions piqued your interest and you know they need to be addressed, contact us at 212-593-1549 or

We'll share our “Best Practices for Transitioning” list at a brief meeting to discuss your challenges and needs around transitioning.