Program Details
2025-09-19 13:00:00
Over 1,000+ webinars
Course Overview
2025-09-19 13:00:00
2h CLE Credits
Intermediate
2
1:00 pm - 2:00 pm ESTThis session covers the essential ethical rules under the Rules of Professional Conduct for law firm sales, including Rule 1.17 and its notice requirements. Participants will explore the three options for selling a law firm, valuation methods including the five value chips, common mistakes to avoid, and the critical post-sale steps needed to achieve a successful transition.
Jeremy E. Poock
Alay Yajnik
Dominic Grew 2:10 pm - 3:10 pm ESTThis session focuses on the practical steps needed to prepare a law firm for acquisition 12-24 months before selling. Attendees will learn how to optimize financial health with clean books and understood revenue attribution, ensure operational readiness by reducing owner dependence, and maximize team performance through retention strategies that make the practice attractive to growing law firms.
Jeremy E. PoockAlay YajnikDominic GrewFounder of Senior Attorney Match, Inc., which designs and brokers law firm sales and mergers. Recognized a market need for Senior Attorneys to monetize their well-established law practices and for growing law firms to generate new clients and referral sources.
Law firm growth expert, speaker, and founder of Law Firm Success Group, dedicated to helping busy lawyers make more money, work fewer hours, and spend more time doing the things they love by running their law firm as a business.
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.
Founder of Senior Attorney Match, Inc., which designs and brokers law firm sales and mergers. Recognized a market need for Senior Attorneys to monetize their well-established law practices and for growing law firms to generate new clients and referral sources.
Law firm growth expert, speaker, and founder of Law Firm Success Group, dedicated to helping busy lawyers make more money, work fewer hours, and spend more time doing the things they love by running their law firm as a business.
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.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
