Succession Planning for Solo and Small Firms

Learn the important steps for creating a clear and reliable succession plan for your practice, including valuation of the firm, transitioning clients, selecting successors, when to revisit the plan, and more.

Presented by Kelcie Longaker, Esq., Gordon Feinblatt, LLC

This program was part of the 2024 Solo & Small Firm Symposium, and carries one hour of CLE credit with the surrounding MCLE states.

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