Clio CLE Program - Passing the Torch: How to Sell, Merge, or Transition Your Law Firm for Maximum Value – Clio Solo & Small Firm Virtual Summit, May 8, 2025

In this 1 hour CLE program during Clio’s May 8, 2025 Solo & Small Firm Virtual Summit, Senior Attorney Match’s Jeremy E. Poock, Esq. and Schwabe partner, Steve Horenstein, Esq., discuss how to value, sell, and purchase a law firm post-2020, together with the ethical rules associated with succession planning for lawyers.

 

Horenstein shares his first-hand experience after merging his Vancouver, WA practice with a regional law firm, Schwabe, in 2022. 

 

Alex Bramos of Clio moderates the CLE program, including its Q&A session.

 

Topics include:

 

(1) How to value a law firm;

 

(2) The 3 options for selling a law firm;

 

(3) Important items to update and organize 12-24 months before selling a law firm;

 

(4) The top 5 mistakes to avoid before selling a law firm;

 

(5) The value of growth by acquisition;

 

(6) The 4 steps needed to achieve success post-sale; and

 

(7) The Professional Rules of Conduct associated with Succession Planning for Lawyers