Whether you’re planning for retirement, restructuring your partnership, or exploring mergers and acquisitions, a smart succession plan keeps your firm stable, secure, and ready for what’s next.
Join us for a practical discussion on how to future-proof your firm by approaching succession planning as a long-term strategy, not a short-term fix. We will explore how to protect institutional knowledge, maintain client confidence, and use technology to make every transition smoother.
In this CLE-eligible webinar, you’ll learn how to:
- Build a modern succession plan that balances leadership transition with operational continuity.
- Protect your firm’s data and productivity during personnel or leadership changes.
- Use AI and automation to preserve institutional knowledge, streamline workflows, and position your firm for success in 2026 and beyond.
This is a 60-minute CLE/CPD webinar followed by a 30-minute Clio demo
Title:
Future-Proofing Your Firm Through Smart Succession Planning
Date+Time:
Tuesday, December 9, 2025
12:00 PM ET | 11:00 AM CT | 10:00 AM MT | 9:00 AM PT
Register Now!
Credit:
The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions. Clio has partnered with the ABA to seek eligibility for CLE and CPD credits to lawyers with licenses to practice in the United States and Canada who join the live session of this webinar. States typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. For many live events, credit approval is not received prior to the program.
Speaker:
Jeremy E. Poock, Esq. is the founder of Senior Attorney Match, Inc., which designs and brokers law firm sales and mergers. Recognizing a market need for Senior Attorneys to monetize the value for their well-established law practices and the constant need for growing law firms to generate new clients and referral sources, Jeremy founded Senior Attorney Match in 2013 to address both of those needs. Prior to founding Senior Attorney Match, Jeremy practiced business law in Massachusetts with a focus on representing buyers and sellers in the sales of their small businesses. Jeremy leads the monthly livestream programs, “The State of the Market for Law Firm Sales in 11 Minutes” and “The Ask the Law Firm Seller Show,” which appear on the Law Firm Seller YouTube Channel and LinkedIn Live.
Sponsor:
Clio
Title:
Future-Proofing Your Firm Through Smart Succession Planning
Date+Time:
Tuesday, December 9, 2025
12:00 PM ET | 11:00 AM CT | 10:00 AM MT | 9:00 AM PT
Register Now!
Credit:
The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions. Clio has partnered with the ABA to seek eligibility for CLE and CPD credits to lawyers with licenses to practice in the United States and Canada who join the live session of this webinar. States typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. For many live events, credit approval is not received prior to the program.
Speaker:
Jeremy E. Poock, Esq. is the founder of Senior Attorney Match, Inc., which designs and brokers law firm sales and mergers. Recognizing a market need for Senior Attorneys to monetize the value for their well-established law practices and the constant need for growing law firms to generate new clients and referral sources, Jeremy founded Senior Attorney Match in 2013 to address both of those needs. Prior to founding Senior Attorney Match, Jeremy practiced business law in Massachusetts with a focus on representing buyers and sellers in the sales of their small businesses. Jeremy leads the monthly livestream programs, “The State of the Market for Law Firm Sales in 11 Minutes” and “The Ask the Law Firm Seller Show,” which appear on the Law Firm Seller YouTube Channel and LinkedIn Live.
Sponsor:
Clio
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