How to Sell, Hand Off, or Wind Down Your Disability Practice: Succession Planning with Jim Brown
Most disability attorneys spend years building a practice and very little time deciding what happens to it next.
Retirement, a sale, a merger, a partner who takes over, or an illness nobody planned for: every practice ends up in one of those conversations eventually. The firms that come through it well started preparing long before they had to.
In this 60-minute workshop, attorney consultant Jim Brown walks through how to plan the transition of a disability practice, whether that is five years away or already on your mind.
What we'll cover (45 min + 15 min Q&A):
When to start. Why succession planning is a project for the healthy years, not the last one
Your options. Selling, merging, bringing in a successor attorney, or winding down, and what each asks of you
What makes a practice transferable. The systems, staff, and client relationships a buyer or successor is actually looking at
The pending caseload. What to think through for open cases and the fees still owed on them
The unplanned exit. Protecting your clients and staff if you are suddenly unable to practice
What you'll walk away with:
A clearer picture of which exit fits your practice and your timeline
A list of what to get in order now, whatever path you choose
The questions to bring to your own advisors
Who should attend:
Disability firm owners thinking about retirement, a sale, or a successor in the next few years
Solo attorneys who have never written down what happens to their clients if they can't practice tomorrow
Attorneys who may be on the other side of the table: buying a practice or stepping in as a successor
Can't make it live? Register anyway and we'll send you the recording.
Speakers
Jim Brown: Attorney Consultant
Jim Brown has spent years helping disability law firms grow their practices through referral development, relationship building, and cost-effective client acquisition strategies. He speaks regularly at disability law conferences and works directly with attorneys navigating the business side of running a firm.
Will Yang: Head of Growth, Chronicle
Will builds Chronicle's practitioner community by hosting events, conversations, and resources that help SSD attorneys navigate the business side of running a disability firm.