Practice Areas
Law Practice ManagementSpecialty Credit
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.
Alex Gertsburg, CEO of ExitPath Partners, LLC and Managing Partner of Gertsburg Licata Co., LPA, brings more than 25 years of litigation, in-house and business law experience, including a decade as General Counsel of telecommunications company Broadvox. A U.S. Army veteran, Mr. Gertsburg focuses on succession planning, valuation, and M&A strategies that help attorneys exit their practices profitably and ethically.
This live webinar is eligible for both CLE and CPE credit.
NOTE: CPE/CLE credit for attendees are subject to participation and approval by the governing boards.
NASBA CPE ACCREDITATION INFORMATION
Learning Level: Intermediate
Prerequisites: None
Field of Study: Specialized Knowledge
Delivery Method: Group Program
CeriFi LegalEdge is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Alex Gertsburg, CEO of ExitPath Partners, LLC and Managing Partner of Gertsburg Licata Co., LPA, brings more than 25 years of litigation, in-house and business law experience, including a decade as General Counsel of telecommunications company Broadvox. A U.S. Army veteran, Mr. Gertsburg focuses on succession planning, valuation, and M&A strategies that help attorneys exit their practices profitably and ethically.
This live webinar is eligible for both CLE and CPE credit.
NOTE: CPE/CLE credit for attendees are subject to participation and approval by the governing boards.
NASBA CPE ACCREDITATION INFORMATION
Learning Level: Intermediate
Prerequisites: None
Field of Study: Specialized Knowledge
Delivery Method: Group Program
CeriFi LegalEdge is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Content Partner
Celesq AttorneysEd Center