Sample pilot · Hennessey & Patel
See Aktara on a real company.
A 2-partner medical-malpractice and workers’ comp law firm, 8 staff, ~$1.7M revenue. Below is the World Model the engine built from their P&L and qualitative notes, and the ranked decisions it surfaced. Click any decision to read the Atlas reasoning.
Professional Services — Medical-Legal · Mature Profitable · Professional Services
Mock 1
Critical signal
·Cash runway
3.4 months
at $112K/mo burn
Below industry comfort floor — at the wall in under a quarter without intervention.
Compresses optionality on every other decision below.
Latest revenue
$1.7M
+17.9% YoY
Cash runway
3.4 mo
$112K monthly opex
Trajectory
Moderate Growth
Data quality 9.0 of 10
Money in and money out
Money in
$1.7M/yr
Med Mal Contingency
$1.1M · 62%
Workers Comp Hybrid
$665K · 38%
Money out
$1.6M/yr
Partner Draws
$555K · 36%
Associate Salaries
$312K · 20%
Legal Research External Experts
$215K · 14%
Paralegal Admin Salaries
$198K · 13%
Rent Office
$99K · 6%
Other Opex
$71K · 5%
Marketing
$42K · 3%
Malpractice Insurance
$41K · 3%
Tech Software
$27K · 2%
Revenue
$1.7M/yr
Operating expense
− $1.6M/yr
Operating income
$185K/yr
+10.6% margin
Constraints
Capacity
HighOffice at capacity — 3500 sqft built for 6, currently houses 8
Talent Retention
ModerateTwo associates expressing partner-track interest; no formal path
Founder Burnout
HighHennessey burnout cited as primary blocker to taking on more matters
Risks
Concentration Top Client
High22.3%
Top client now 22.3% of revenue
Cash Runway
High3.4 mo
Cash runway is 3.4 months — below the 6-month industry comfort floor
Succession
ModerateOwner age 54, no formal succession plan
Opportunities
Channel Partnership
Regional insurance carrier inquiry — ~$220K-$330K annual revenue if onboarded
Practice Expansion
Patel suggesting immigration practice expansion
Partner Track Program
Two associates ready for partner-track formalization
Decision signals fired
cash runway < 6mo
address cash runway
top client pct > 20%
concentration risk diversification
office at capacity
expand capacity via hire · capacity expansion buildout
partner track interest
establish partner track
owner age >= 50 && no succession
ceo succession planning
Operating dynamics
Revenue Per Headcount Usd
$218K
Ar Days Outstanding
84.7
Marketing Pct Of Revenue
2.4
7 decisions worth running
Ranked by expected value. Click any decision to run a live simulation.
Optimizing
Value 10.0
Address 3.4-month cash runway
Cash runway below 6-month comfort floor; AR is 84.7 days, $405K outstanding
Atlas P50, 3-year revenue
+3.8%
P10 -1.1% · P90 8.9%
Predictive
Value 9.2
Diversify away from top-client 22% concentration
Top client at 22.3% of revenue (up from 19.5%). One departure = severe revenue shock.
Recommended action
Onboard the inbound regional insurance carrier (~$220-330K) to dilute top-client share
Optimizing
Value 8.5
Expand capacity to unlock $220-330K opportunity
Office over capacity; carrier inquiry pending; founder burnout cited
Recommended action
Lease adjacent suite (+1500 sqft, +$42K/yr) and hire 1 associate
Adjudicative
Value 7.8
Establish formal partner-track program
Two associates expressing interest; no formal path = retention risk
Recommended action
Codify a 5-year partner-track with milestones, equity, and an up-or-out clause
Optimizing
Value 7.0
Begin succession planning
Owner age 54, no plan, lead trial attorney
Recommended action
Identify and groom successor; document client relationships
Optimizing
Value 6.4
Evaluate immigration practice expansion
Patel suggested; untapped local demand from hospital corporate clients
Recommended action
Pilot immigration practice with one associate dedicated for 6 months
Predictive
Value 5.8
Re-evaluate marketing under-investment
Marketing is 2.4% of revenue; industry median ~5% for prof services
Recommended action
Test paid acquisition for med-mal cases — $50K experiment
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