About This Course
Whether you're looking to grow your legal practice or preparing for a graceful exit, this CLE program equips attorneys with the tools and insights needed for a smooth law firm transition. Aimed at solo practitioners and small firm owners, the course explores a range of transition paths—including mergers, acquisitions, sales, and internal successions.
Attorneys will delve into the legal and ethical dimensions of firm transitions, with focused discussions on confidentiality, communication with clients, and maintaining professional obligations throughout the process. Operational topics such as valuing a practice and structuring transactions will also be covered in depth.
Designed to be both practical and strategic, this course helps lawyers evaluate their current position, recognize viable opportunities, and avoid the common mistakes that can derail a transition. Whether planning for growth or retirement, attendees will leave with a clearer roadmap for navigating the next chapter of their legal career.