Succession Planning for Small Firms & Solo Practitioners
How to prepare for the future
- Product Number: 2180069RBC
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CLE Credits, earn up to:
3 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
Many solo and small firm practitioners invest substantial time and effort into building a successful law practice. With everyday activities and concerns at the forefront, it is often hard to spend time planning for the future. Making time for strategic succession planning, however, is critical for those who want to maintain and sustain their business—both in the present and in the future.
Similarly, law firms allocate significant resources to growing their practices, clients, and profitability. While many firms grow by acquisition, typically, those focus areas do not include growth by succession planning. A practice that is succeeded well translates to a powerful growth and business development tactic for law firms. Improving the efficiency of the onboarding and succession processes has a direct impact on the firm’s bottom and top lines.
In this program, expert panelists provide in-depth analysis about two sides of the same coin: succession planning and business development for lawyers. They highlight opportunities that growth by expansion offers to growing law firms and offer tips to successfully integrate an established lawyer’s practice into a successor law firm. Attendees come away with practical and demystified techniques to capitalize on the value of a lawyer’s practice.
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Agenda
Agenda & Materials
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9:00 a.m - 9:10 a.m
Welcome and Introduction
on demand video Add to CartJeremy E. Poock, Esq., Senior Attorney Match , Needham Heights
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9:10 a.m - 9:30 a.m
Internal Transition
on demand video Add to CartJeremy E. Poock, Esq., Senior Attorney Match , Needham Heights
Edward S. Cheng, Esq., Sherin and Lodgen LLP , Boston
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9:30 a.m - 9:45 a.m
Sale of A Law Practice
on demand video Add to CartJeremy E. Poock, Esq., Senior Attorney Match , Needham Heights
Edward S. Cheng, Esq., Sherin and Lodgen LLP , Boston
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9:45 a.m - 10:00 a.m
External Transition
on demand video Add to CartJeremy E. Poock, Esq., Senior Attorney Match , Needham Heights
Edward S. Cheng, Esq., Sherin and Lodgen LLP , Boston
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10:00 a.m -10:10 a.m
Rules of Professional Responsibility and Insurace Issues
on demand video Add to CartJeremy E. Poock, Esq., Senior Attorney Match , Needham Heights
Edward S. Cheng, Esq., Sherin and Lodgen LLP , Boston
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10:10 a.m - 10:20 a.m
Ask the Experts Q&A Session 1
on demand video Add to CartJeremy E. Poock, Esq., Senior Attorney Match , Needham Heights
Edward S. Cheng, Esq., Sherin and Lodgen LLP , Boston
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10:20 a.m - 10:30 a.m
Networking and Refreshment Break
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10:30 a.m - 11:10 a.m
Value; What Is My Firm Worth?
on demand video Add to CartJeremy E. Poock, Esq., Senior Attorney Match , Needham Heights
Edward S. Cheng, Esq., Sherin and Lodgen LLP , Boston
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11:10 a.m - 11: 50 a.m
Lessons Learned
on demand video Add to CartJeremy E. Poock, Esq., Senior Attorney Match , Needham Heights
Edward S. Cheng, Esq., Sherin and Lodgen LLP , Boston
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11:50 a.m - 12:00 p.m
Ask the Experts Q&A Session 2
on demand video Add to CartJeremy E. Poock, Esq., Senior Attorney Match , Needham Heights
Edward S. Cheng, Esq., Sherin and Lodgen LLP , Boston
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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