Exit on Your Terms: How to Transition or Sell a Law Practice in a Practical, Ethical, and Profitable Way

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Turn decades of client relationships into lasting equity. This practical CLE shows attorneys how to plan and execute a law practice transition that protects clients, staff, and firm value. You’ll learn to define your post-exit vision, compare five transition pathways—outright sale, internal succession, wind-down, shutdown, and the Merge, Monetize & Multiply method—apply proven valuation methods, interpret current deal structures, and navigate each phase from LOI through closing. You’ll walk away with an understanding of ABA Model Rule 1.17 and the ethical requirements for client notice, consent, and confidentiality, plus the top reasons transitions fail. Attendees get clear succession frameworks, valuation insights, and an ethical roadmap to exit on their terms. This session is designed for solo, small- and mid-size firm owners planning a retirement, transition, succession, or a strategic merger.

Learning Objectives:

Define a post-exit vision and compare five primary practice transition pathways.

• Apply valuation methods and interpret current deal structures to maximize practice value.
• Navigate the deal lifecycle while avoiding the most common transition failures.
• Apply Texas and ABA ethics rules on client notice, consent, and confidentiality.

To register for the upcoming live webinar, please check back later.