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  • Description

    Succession planning never seems like an emergency, but it is critical to ensuring your business’s future. This CLE course will address planning options available to attorneys for succession, including a focus on the difference between internal and external succession plans as well as contingency planning in the event of unexpected death or disability.

    The course will delve into how a practice may be valued as well as the many NY Rules of Professional Conduct that apply to the succession planning process.

  • Instructor Bio

    Jeremy Poock

    Jeremy E. Poock, Esq. is the founder and President of Senior Attorney Match, Inc., the industry leader for facilitating succession planning for attorneys who have practiced 30+ years. Jeremy founded Senior Attorney Match in 2013, having practiced as a business law attorney since 2000.

    Jeremy is a former director of the New England Business Brokers Association, and he has represented numerous buyers and sellers in the sales of small businesses. Recognizing a market need for Senior Attorneys to seek value for their well-established law practices and the constant need for growing law firms to generate new clients and referral sources, Jeremy founded Senior Attorney Match to address both of those needs. Jeremy assists the parties in Senior Attorney Match transactions to initially determine whether a “match” exists, and if so, assists with facilitating Senior Attorneys joining growing law firms, or pursuing other options to accomplish succession planning for their practices.