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donnie
11-10-2006, 11:15 AM
This one looks like a good company to invest in. We all know what legal firms are like. Money,money,money:D[:p];)

Law practice listing to set a precedent
Chris Merritt
October 11, 2006

PARTNERS in three small Perth-based law firms are about to launch the nation's first listed legal practice, in a move aimed at shaking up the national market for legal services.
The three junior firms hope to raise $14 million from the public - most of which will pay for goodwill. Once listed the new vehicle, Integrated Legal Holdings Limited, will have a market capitalisation of $32.5 million.

While ILH has been founded by partners in very small firms, it is expected to target some of the biggest law firms on the east coast.

The company, which is chaired by former federal Labor minister John Dawkins, aims to shake-up the structure of the market for legal services by persuading partners in traditional law firms to sell their equity in return for a fixed salary and profit share.

ILH's founding partners are from the firms Talbot Olivier, Durack Zilko and Brett Davies Lawyers, which will all be folded into ILH.

The company will also include two other divisions: an online business that supplies master documents for law firms; and a management consultancy for professional service firms.

The offer document shows that while the company has net assets of $14.7 million, goodwill accounts for $12.3 million.

Of the $14 million being sought from the public, $10.9 million will be paid to the owners of the three law firms and the other operating divisions, leaving ILH with working capital of $1.4 million. In the financial year to June 30, it had revenue of $10.3 million and earnings before interest, tax, depreciation and amortisation of $4 million.

The company's managing director will be Thomas Henn, who trained in Germany before practising with one of the big four accounting firms here and several Australian law firms.

One of ILH's founders, Brett Davies, said that the move had been made possible by changes that allow legal practices to incorporate and - in some states - to be owned by non-lawyers. "At the moment, we have the first-mover advantage but I am sure others will follow very quickly," Mr Davies said. "This is a new world."

He said law firms were highly profitable and there was no reason why small investors should not be allowed to participate in a market that had previously been restricted to lawyers.

The offer document shows that the founding partners of ILH have signed employment contracts with the company that gives them a salary and 20 per cent of all new profits generated by their firms. Mr Davies said the same structure would be applied to other law firms that are eventually acquired by ILH.

All the founding law firms will continue to operate under their own names, but will receive management and other support from ILH.

Mr Davies said he expected the new corporate structure to be extremely attractive to partners who were seeking a deeper market for their equity, and to employed solicitors. "The problem with law firms is that the partnership structure is antiquated," Mr Davies said.

He said young lawyers were no longer interested in devoting their lives to one firm in the hope of becoming partners.

"In fact, they see them as a life sentence," he said.

"You buy in and you have bought yourself a job and not much more.

"The carrot of partnership is not as attractive as it used to be."

The offer opens on October 17 and is due to close on November 27.

major
11-10-2006, 11:42 AM
Hi Donnie,
can you explain further why you think it will make a good investment?

The second sentence alone in the article sends loud alarm bells ringing, let alone the other articles I have read.

donnie
11-10-2006, 12:09 PM
one of the main reasons is law firms are used a lot by companies and individual who use them for everyday use whether personal or business.

There are alot of lawfirms in australia to buy, so over the next few years as they grow their income should increase with time.

There's also income from people buying legal forms according to the CEO on TV so there should be some value in that.

The aussie government has relaxed the laws regarding ownership of legal practises in australia, so this should attract some interest from other law firms to join the growth of the company.

major
11-10-2006, 03:14 PM
Thanks Donnie.

Some points-

The substantial vendor selldown indicates the current vendors are not so confident in their own business model.

Could the 3 small law practices on their own, really achieve nearly $5m apiece if offered for sale as individual business on the open market? Were they independantly valued?

The curent providers of those legal forms would want to protect their business aggresively, and after all, once the initial legalities of the form are completed, there would not be much cost in producing the forms? Since the current providers would already have the forms in print, I think they have an advantage over newcomers who could face a legal threat of their own if they attempt to copy.

Would the solicitors etc. on wages, offer the same level of service as a practice that has its reputation or integrity to protect?

Most successful small practices would probably stay owner operated because it means all the income is theirs, which then suggests that most likely, the struggling or less satisfied owners of practices would be the probable sellers, in which case the clientele of ILH would be the losers.

I doubt large practices would happily accept stakes in their business being owned by an outside company either.
It reminds me of the service offered by 24 hour medical clinics with GPs on wages and where no sane person would go if they were seriously ill.

I am wary and this one is sounding a warning already with the owners pocketing the vast majority of the IPO funds and I might add, 20% of all 'new' profits, while planning to run the new company on a shoestring budget.

I feel this one is not for less experienced investors, but as you say Donnie; it could do well! All the best anyway if you go ahead with it.

davidrob
11-10-2006, 03:20 PM
HI Donnie,

I have some experinece and knowledge re: some of these guys ....

Brett Davies is well regarded, is my intel. Espcially well regardede in Tax Law. Will begin to research.

Kindest Regards,

Robbo :)

Halebop
11-10-2006, 05:18 PM
Definately not for me. Close one eye, squint a little with the other and interchange each occurance of the word "Lawyer" for "Accountant". ...then think back a few years. It all sounds very famililar.

Consolidation strategies are difficult to execute and often not very profitable even when they are succesfully implemented. The price quoted is a rich sum for those sorts of earnings. Their "first mover" advantage is that the average share market investor would have no idea of the sort of multiple legal partnerships cost. It aint nothing like $32m for $4m in earnings.

I'm already astounded they are even trying it but will be amazed if the end result is long term sharemarket profits. This is a prize winning A grade rort.

Disc: Not interested.

davidrob
11-10-2006, 05:22 PM
Halebop, I think you are probably-- most certainly correct and right.

Too much opportunity to be swindled.

'Well done' for making, "the call".---[^][^]

Kind Regards,

Robbo :)