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Law Firm Succession Planning and Exit Strategies for Attorneys Retiring and Exiting With the Terms, Timeline and Profitability You Want

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Price

$40 for Member
$65 for Non-Member
$0 for All-Access Pass

61 minutes
Date Published

February 25, 2026

Publisher

Cleveland Metropolitan Bar Association

Subjects

Succession Planning

Questions

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Summary

Turn a Stressful Process into a Strategic Opportunity

Navigating the transition out of law practice is one of the most critical yet often overlooked aspects of a legal career. This program will provide a clear roadmap for a successful exit while maximizing the value of your practice, protecting client relationships, and creating sustainable income after you step away. Through real-world examples and expert guidance, get the tools to approach succession proactively rather than reactively.

Key Takeaways

  • Weigh the 5 approaches to transition your practice and select the one that best works for you.
  • Learn creative ways to generate post-retirement income and secure financial stability.
  • Unlock the full value of your exit, drawing on insights from real-world succession success stories.

Abbreviated Agenda

  • 5 Ways to Transition Your Practice
  • Creating Post-Retirement Income
  • Succession Planning and Deal Strategy
  • Sample Forms and Checklists
SWOD-27101

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Presenters

Alex Gertsberg
Managing Partner - Gertsburg Licata


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Program Titles and Supporting Materials

This program contains the following components:

Media Files
video file Law Firm Succession Planning and Exit Strategies for Attorneys Retiring and Exit...
Downloadable Files
EPP Value Multiplier Workbook
HOW TO EXIT CMBA February 2026
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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