PP — Vision/Traction Organizer 2026

🔭 Vision

Core Values

Elevate the Client Experience

We raise the bar — because divorce is already hard enough. Smoothest transition possible, every time.

Spin the Positive

We attack the issue and search for the best possible outcome, no matter the situation.

Team-Centric

Two minds are better than one. Every client gets a dedicated team, not just whoever's available.

Own the Problem

Every employee is empowered to resolve any problem presented. No passing the buck.

ABCs (Always Be Communicating)

Daily, consistent, clear communication on case strategy, legal rights, and representation.

Core Focus™

PURPOSE / CAUSE / PASSION

"We take people facing marital crises from chaos to clarity."

OUR NICHE

Family law — divorce, custody, support, and protection — delivered through systems and technology at a scale no boutique firm can match.

10-Year Target™ 2036

$145–280M

Platform company / MSO with national reach

MSO in 15+ states · PETRE11I.AI #1 in family law sales tech · Prenup + Estate Done Right at $10M+ combined · PE-ready exit at 8–15× EBITDA

Marketing Strategy

TARGET MARKET

Middle-to-upper income individuals (HHI $75K–$300K) going through divorce, custody, or support disputes in PA, NJ, GA, MD, DC, CO. Digital-first. Suburban + urban. People who want a firm that fights, not one that settles cheap.

THREE UNIQUES

Team approach — every client gets a dedicated attorney team, not just whoever's available

Systems-driven practice — intake, billing, analytics, and case management built like a tech company

Lifetime value — from retain through resolution and beyond (estate planning, prenup, referral network)

PROVEN PROCESS: FROM CHAOS TO CLARITY

Discover

Consultation within 24h; specialist CEA/CES assigned by case type

Retain

Clear fee structure; digital agreements; matched to the right attorney

Plan

Strategy session within 72h. Timeline, expectations, milestones defined

Advocate

Your team fights. Regular updates. Communication within 24h, always

Resolve + Transition

Case closed. Estate/prenup cross-sell offered. Referral ask. NPS survey

GUARANTEE

"We will respond to every client communication within 24 hours, every time. If we don't, your next invoice is on us."

⚡ Traction

3-Year Vision™ December 31, 2028

$35M

Revenue

$8.75M

Profit (25%)

2,200+

Retains/yr

42%+

Close Rate

Active States

110

Employees

✅ MSO entity operational — management fees flowing, non-lawyer staff on MSO payroll

✅ Phantom equity / profits interest in place for top performers

✅ PETRE11I.AI generating 50+ inbound leads/month for PP

✅ Prenup Done Right $2M ARR · Estate Done Right $1M ARR

✅ Tom is MSO CEO — not managing attorneys. Mindy runs law firm autonomously

✅ FL residency established — $70-300K/yr tax savings

✅ AR-on-close rate <20% firm-wide · Inc. Best Workplaces — consecutive years

5-Year Vision™ December 31, 2030

$60M

Revenue

$15M

Profit (25%)

3,600+

Retains/yr

45%+

Close Rate

Active States

180

Employees

✅ PP Management is the operating platform for a multi-state family-law network, with repeatable state-launch and integration playbooks

✅ Each market has accountable legal leadership, a scaled intake team, and a disciplined collections rhythm

✅ PETRE11I.AI is a proven operating layer, generating qualified demand and automating measurable intake, casework, and revenue workflows

✅ Prenup Done Right and Estate Done Right are durable adjacent businesses with a combined $5M+ annual run rate

✅ Tom is focused on capital allocation, market expansion, and platform partnerships, not day-to-day firm operations

✅ The platform is audit-ready, consistently profitable, and positioned for institutional capital or strategic partnership

1-Year Plan December 31, 2026

$17.5M

Revenue Goal

$4.7M

Profit Goal (27%)

Headcount Goal

Close Rate

40%+

July: 41.9%

Retains/Month

90+

July: 78

Consults/Month

225+

July: 213 booked

AR-on-Close Rate

<25%

now ~30%

Active States

TX relaunch pending

PETRE11I.AI MRR

$25K

now $0

Goals for the Year

Hit $17.5M billed revenue

Achieve 40%+ close rate

Launch MSO legal structure — PP Management LLC, Delaware

Implement Cordell Account Care — billing + collections discipline

Establish weekly L10 meeting cadence

Complete Accountability Chart — all seats named

Move $6,800/mo firm expenses to PP entity card

GA to 180+ retains/year (currently ~170)

PETRE11I.AI to $25K MRR

File Inc. Best Workplaces application

Rocks — Q2 2026 April 1 – June 30

#	Rock	Who	Due
1	ByrdAdatto — first call + engagement letter signed	Tom	Apr 15
2	MSO entity incorporated in Delaware	Tom + ByrdAdatto	May 30
3	Cordell Account Care model implemented	Dave P	Jun 30
4	Accountability Chart finalized + all seat owners confirmed	Mindy	Apr 30
5	Weekly L10 cadence launched — agenda, scorecards, rocks	Tom + Mindy	Apr 7
6	$6,800/mo expenses moved to PP entity card	Tom	Apr 30
7	AR recovery sprint — collect $150K+ from closed matter AR > $2K	Ops/Finance	Jun 30

Issues List

🔴 HIGH	MSO structure not yet legal — blocking valuation arbitrage
🔴 HIGH	$6,800/mo firm expenses on personal card — tax + compliance risk
🔴 HIGH	TX = 0 retains in 2026 — kill or pivot decision needed
🟡 MED	No dedicated Marketing seat — AI filling gap, not sustainable
🟡 MED	PETRE11I.AI is not yet generating inbound for PP — sprint or sunset?
🟡 MED	No formal L10 meeting cadence — accountability gap
🟡 MED	Citak: 28.7% close rate, 7% on Website Chat — performance review needed
🟡 MED	KW Pool leads: 9% close rate — is the spend justified?
🟡 MED	Phantom equity / attorney retention program not yet in place
🟢 LOW	FL residency not established — $70-300K/yr sitting on the table
🟢 LOW	Personal card interest burning $27K/yr — fast fix available
🟢 LOW	DC: 27 total matters — worth maintaining infrastructure?

Vision/Traction Organizer™

Core Values

Core Focus™

10-Year Target™ 2036

Marketing Strategy

3-Year Vision™ December 31, 2028

5-Year Vision™ December 31, 2030

1-Year Plan December 31, 2026

Goals for the Year

Rocks — Q2 2026 April 1 – June 30

Issues List