Transferring Ownership of Your Law Firm
to the Next Generation 

Are you imagining a life beyond law but wondering how to get there?

Join us on November 7, as succession planning experts help you develop a plan to transfer ownership of your firm to a new generation. Learn the value of your law practice and participate in a hands-on workshop where you will develop a succession plan for your law firm as you consider how to transition leadership, clients and management responsibilities.

LIVE WORKSHOP 
This is a real-time, real case training using your structure, financials and information for analysis throughout. Be prepared to work and develop your personal succession plan. At the end, you will have a clear understanding of the succession process and how to implement your developed transition plan. You will leave with the following:

• Valuation of your law firm
• Transition readiness assessment for you, your firm and your potential successors
• Specific review and financial report with suggested ownership transfer options for the needs and goals of you, your firm and successors
• How to qualify, communicate and negotiate with successors
• Roadmap/action plan for implementation of your succession plan

Through our intensive training, you will get answers to questions like:

• How do I determine financial and professional transition goals and needs?
• What is the value of my firm?
• What succession options may work to preserve that value and allow transfer to the next generation?
• How do I communicate with successors about buying-in and taking over?
• Can I really develop a win-win client and firm transition plan?
• What is the process to implement a succession plan?

ABOUT THIS EVENT

• Group format allows exchange of ideas among peers and comfort in discussing succession as a subject.
• The program is $5,500 for early registration (30 days in advance) or $6,500 with regular registration. Please note we may not be able to accommodate registrations the week of the event due to pre-class requirements to develop valuation, succession structures and readiness reports. 

HOW DOES THIS COURSE WORK? 
In this workshop format you and fellow attorneys will walk through a 6-step law firm succession process.

Prior to the workshop

• Upon registering, you will be asked to compile financial information needed for development of a succession plan
• You will receive a valuation of your law firm, transition structure suggestions specific to your firm’s setup and transition readiness reports for you, your firm and sucessor(s)

Live Group workshop

• Step 1: Discover. Goals and Needs for Your Transition Plan
• Step 2: Understand & Analyze. Succession Planning Elements, Goals and Firm Differences
• Step 3: Prepare. You, Your Firm and Your Successor For Transition
• Step 4: Structure. The Succession Plan
• Step 5: Implement. Your Firm’s Succession and Transition Plan
• Step 6: Adjust. You and Your Firm for What Transition Brings

After The Class
Included in the cost of registration are two one-on-one telephone consultations with a workshop consultant to assist in implementation and decisions post-event.

• 2 week follow up by phone — 1 hour
• 6 week follow up by phone — 30 minutes