Succession Planning and Sale Mastery for Lawyers: Ethical Transitions, Valuation Pitfalls, and Strategic Growth Through Law Firm Sales
2 hour CLE
Tuition: $195.00
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Program Summary
Session I - Succession Planning for Lawyers: Ethical Transitions, Maximizing Value for Sellers & Strategic Growth for Purchasers – Jeremy E. Poock
As the legal profession continues to face a demographic shift, succession planning has emerged as a critical priority for attorneys and law firm leadership. With a significant percentage of lawyers nearing retirement age, the need for structured, ethical, and value-driven transitions continues to rise.
This CLE session, led by Jeremy E. Poock, Esq.—a nationally recognized expert in law firm sales and the founder of Senior Attorney Match—offers practical and strategic guidance for attorneys considering succession planning for their law firms and growing law firms contemplating growth by acquisition. Drawing on Jeremy’s extensive experience with facilitating law firm sales and mergers, this session explores the legal, ethical, and business frameworks essential to selling and purchasing a law firm. Attendees will gain actionable tools for valuing a practice, understanding options for sellers and purchasers, and navigating ethical rules associated with succession planning for lawyers.
This session is especially valuable for law firm owners, managing partners, and solo practitioners.
Key topics to be discussed:
- Valuation methods for law firm sales
- The 3 options for selling a law firm
- Ethical considerations under the Rules of Professional Conduct relating to succession planning for Lawyers
- Items to update & organize 12-24 months before selling a law firm
- The top 5 mistakes to avoid before selling a law firm
- Post-sale: The 4 steps needed to achieve success
Session II - A Triumphant Exit: Preparing Your Law Firm for Sale – Alay Yajnik, Dominic Grew and Jeremy E. Poock
This session will provide law firm owners with ideas and tips for preparing their most valuable asset for a successful sale. We will demystify the process, moving beyond the day-to-day operations to focus on the key pillars that drive a firm’s value. Participants will learn how to prepare their firm for a smooth and profitable transition. The panel will cover three critical topics: financial health, operational readiness, and team performance. We will discuss how to optimize a firm’s financial statements and origination metrics to attract a serious buyer, the importance of documenting and systemizing workflows to prove a firm can run without the owner, and how to assess and showcase the firm's team performance, highlighting key metrics like productivity, client satisfaction, and retention. By focusing on these actionable steps, we can empower owners to build a solid foundation for a successful exit.
Key topics to be discussed:
- Financial health
- Operational readiness
- Team performance
Date / Time: September 19, 2025
- 1:00 pm – 3:10 pm Eastern
- 12:00 pm – 2:10 pm Central
- 11:00 am – 1:10 pm Mountain
- 10:00 am – 12:10 pm Pacific
Closed-captioning available
Speakers
Jeremy E. Poock | Senior Attorney Match
Jeremy E. Poock, Esq. is the founder of Senior Attorney Match, Inc., which designs and brokers law firm sales and mergers.
Recognizing a market need for Senior Attorneys to monetize the 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 in 2013 to address both of those needs.
Prior to founding Senior Attorney Match, Jeremy practiced business law in Massachusetts with a focus on representing buyers and sellers in the sales of their small businesses.
Jeremy leads the monthly livestream programs, The State of the Market for Law Firm Sales in 11 Minutes and The Ask the Law Firm Seller Show, which appear on the Law Firm Seller YouTube Channel and LinkedIn Live.
Alay Yajnik | Law Firm Success Group
Alay Yajnik is a law firm growth expert, speaker, and founder of Law Firm Success Group. He has run a $100MM business and built a $5MM business from the ground up. As the acting Director of Marketing and Business Development for a 40+ attorney law firm, he helped the firm grow from 40 to 50 attorneys during the Pandemic. Alay is dedicated to helping busy lawyers across the country make more money, work fewer hours, and spend more time doing the things they love by running their law firm as a business. Alay is the author of Staffing Up: The Attorney’s Guide to Hiring Top Talent, the first book on hiring for lawyers. He is the founder of Law Firm Success Group and the host of the Lawyer Boss Life podcast. Alay Yajnik holds an MBA in Finance and Marketing from Santa Clara University.
Dominic Grew | Elevate Business Coaching
Dominic is the founder of Elevate Business Coaching, a Boston-based firm that works exclusively with law firms and their lawyers to help them build, manage, and grow successful practices. Through tailored coaching, training, and consulting, Dominic and his team empower legal professionals to strengthen their leadership, improve operations, and drive sustainable growth.
Before launching Elevate in 2018, Dominic built a successful career in investment management, where he held senior roles in relationship management, product strategy, and operations. He now brings that strategic and operational expertise to the legal industry, helping attorneys navigate the business side of practice with clarity and confidence.
Recognized for his practical insights and impactful approach, Dominic is a sought-after speaker on law firm growth, leadership and succession. He has been named a top Business Development Coach by Massachusetts Lawyers Weekly for four consecutive years.
Agenda
Session I – Succession Planning for Lawyers: Ethical Transitions, Maximizing Value for Sellers & Strategic Growth for Purchasers | 1:00pm – 2:00pm
- Valuation methods for law firm sales
- The 3 options for selling a law firm
- Ethical considerations under the Rules of Professional Conduct relating to succession planning for Lawyers
- Items to update & organize 12-24 months before selling a law firm
- The top 5 mistakes to avoid before selling a law firm
- Post-sale: The 4 steps needed to achieve success
Break | 2:00pm – 2:10pm
Session II – A Triumphant Exit: Preparing Your Law Firm for Sale | 2:10pm – 3:10pm
- Financial health
- Operational readiness
- Team performance
Credits
Alaska
Approved for CLE Credits
2 General
Alabama
Pending CLE Approval
2 General
Arkansas
Approved for CLE Credits
2 General
Arizona
Approved for CLE Credits
2 General
California
Approved for CLE Credits
2 General
Colorado
Pending CLE Approval
2 General
Connecticut
Approved for CLE Credits
2 Ethics / Professionalism
District of Columbia
No MCLE Required
2 CLE Hour(s)
Delaware
Pending CLE Approval
2 General
Florida
Approved via Attorney Submission
2.5 General Hours
Georgia
Pending CLE Approval
2 General
Hawaii
Approved for CLE Credits
2.4 General
Iowa
Pending CLE Approval
2 General
Idaho
Pending CLE Approval
2 General
Illinois
Pending CLE Approval
2 General
Indiana
Pending CLE Approval
2 NLS Credit
Kansas
Pending CLE Approval
2 Law Practice Management
Kentucky
Pending CLE Approval
2 General
Louisiana
Pending CLE Approval
2 Law Office Management
Massachusetts
No MCLE Required
2 CLE Hour(s)
Maryland
No MCLE Required
2 CLE Hour(s)
Maine
Pending CLE Approval
2 General
Michigan
No MCLE Required
2 CLE Hour(s)
Minnesota
Pending CLE Approval
2 General
Missouri
Approved for CLE Credits
2.4 General
Mississippi
Pending CLE Approval
2 General
Montana
Pending CLE Approval
2 General
North Carolina
Pending CLE Approval
2 General
North Dakota
Approved for CLE Credits
2 General
Nebraska
Pending CLE Approval
2 General
New Hampshire
Approved for CLE Credits
120 Ethics / Professionalism minutes
New Jersey
Approved for CLE Credits
2.4 General
New Mexico
Approved for CLE Credits
2 General
Nevada
Pending CLE Approval
2 General
New York
Approved for CLE Credits
2.4 General
Ohio
Pending CLE Approval
2 General
Oklahoma
Pending CLE Approval
2.5 General
Oregon
Pending CLE Approval
2 General
Pennsylvania
Approved for CLE Credits
2 General
Rhode Island
Pending CLE Approval
2.5 General
South Carolina
Pending CLE Approval
2 General
South Dakota
No MCLE Required
2 CLE Hour(s)
Tennessee
Pending CLE Approval
2 General
Texas
Approved for CLE Credits
2 General
Utah
Pending CLE Approval
2 Professionalism & Civility
Virginia
Not Eligible
2 General Hours
Vermont
Approved for CLE Credits
2 Law Practice Programming
Washington
Approved via Attorney Submission
2 Other (Office Management) Hours
Wisconsin
Pending CLE Approval
2 Law Practice Management
West Virginia
Pending CLE Approval
2.4 General
Wyoming
Pending CLE Approval
2 General
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#1 CLE Access Program
- Over 1,000 Live CLE Webinars each year
- All CLE webinars broadcasted in last 12 months
- Programs covering over 35 practice areas
- Hot topics & changes in the law
- All formats: Live, Replay, and On-demand
- Accreditation in every state
Access every CLE webinar,
every format, all year long!
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only $395 yearly
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