Succession Planning for Small Firms: How to Value & Sell a Law Practice

Originally held on Wednesday, July 14, 2021 | 12:00 pm – 1:30 pm

Program Co-Instructor:
Jared Correia
Red Cave Law Firm Consulting
Gideon Software

Program Co-Instructor:
Jeremy E. Poock
Senior Attorney Match, Inc.

  • You’ve spent your entire career burnishing your reputation and growing your law practice. Certainly, that was a challenge at times. At this point, due to your hard work, you have built a considerable business asset. If you’re ready to move on from your law firm now, or within the next 5 years, this program will empower you with the tools that you will need to make that big change.

    Attend this informative program to learn:

    • How to value your law firm
    • Succession planning options for your practice
    • How to start building turnkey systems now to improve the worth of your practice

    Program Fee:
    $119 for Members | $219 for Nonmembers

    Members who are Law Students, Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2019-2021), In-House/Corporate Counsel, Judges, and attorneys that practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

  • 12:00 pm – 12:05 pm
    Introductions (5 minutes)

    12:05 pm – 12:40 pm
    Part 1: Mechanics of Succession Planning for Lawyers
    Jeremy E. Poock

    • How to Value a Law Practice
    • Law Firm Succession Planning Options
    • Ethics rules relating to Succession Planning for Lawyers

    12:40 pm – 1:15 pm
    Part 2: Practice Management Components for Succession Planning for Lawyers
    Jared Correia

    • Overview: Turnkey Systems for law firms
      • Starter: Simple Systems to adopt now
      • Advanced: Complex Systems
      • Expert: Turnkey Business

    1:15 pm – 1:30 pm

  • New York: 1.5 Law Practice Management
    New Jersey: 1.4 General
    California: 1.0 General
    Pennsylvania: 1.0 General
    Connecticut: Available to Licensed Attorneys

  • Sponsoring Association Committee:
    Small Law Firms, Anne Wolfson, Chair

    Co-Sponsoring Organization:
    Small Law Firm Center

    Sponsorship Opportunities are Available! Please Contact:
    Angie Avila, Manager, Membership Outreach and Sponsorships | (212) 382-6608 |