Succession Planning for Small Firms & Solo Practitioners

How to prepare for the future

  • Product Number: 2200037P01
  • CLE Credits, earn up to:
    3 substantive credits, 0 ethics credits CLE Credit Note
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  • Product Description
  • Agenda & Materials
  • Faculty
  • 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. Hear about the BBO’s In-House Commissioner Program and gain insights into what happens if an attorney does not have a succession plan in place. Attendees come away with practical and demystified techniques to capitalize the value of a lawyer’s practice.

  • Agenda

    Agenda & Materials

    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.

  • Faculty


    Jeremy E. Poock, Esq., Senior Attorney Match, Needham Heights


    Michelle R. Yu, Esq., Office of General Counsel, Board of Bar Overseers , Boston