Succession Planning Essentials: How to Build a Future-Ready Small or Mid-Sized Firm

Set up your succession plan today for a successful tomorrow.

Thursday, August 15, 2024 at 11 a.m. PT | 2 p.m. ET

Secure your firm’s future

As a law firm owner or partner, you’ve dedicated countless hours to building a successful practice. It’s now equally important to start thinking about preserving this legacy you’ve tirelessly created.

Investing time today to plan for tomorrow can make all the difference, and yet the thought of passing the torch can be daunting—whether it’s the stress of choosing the right successor, the worry about how your clients will react, deciding what to do with your time once you transition out, or the fear that it might not be a smooth transition at all.

Join us for our exclusive webinar where Tom Lenfestey of The Law Practice Exchange, LLC will advise on how you can make your firm’s succession planning process as seamless as possible.

In this CLE-eligible* webinar, you’ll learn how to:

  • Create a plan that selects and prepares the right successors while keeping client relationships strong.
  • Increase your firm’s value and appeal to buyers by optimizing operations and management with technology
  • Navigate the entire succession process—from planning to handover—with confidence and ease.

Duration: 60 minutes

Can’t make the date? Sign up anyway—we’ll send a recording to everyone who registers! 

*The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions.

* CLE and CPD Information

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.

To Receive CLE or CPD Credit: If you have met the participation requirements, you will receive a personalized CLE/CPD affidavit from [email protected] for the webinar you attended to completion. Please check your spam or junk folders as these emails often end up there. Please note you have to fill out an affidavit for each individual webinar. Once you complete the affidavit, you will be able to download your certificate(s) of attendance and they will be emailed to you as well from [email protected].

To qualify for credit, you must:

  1. Register for the webinar (and log in live on the day/time of the session) under your own personal credentials, as we will need this to verify your proof of attendance. *Note: You should not use someone else’s registration or credentials to log in and must ensure that your name and email are registered correctly.
  2. Attend the entire session live.
  3. Participate in the polls during the live session.
Loading ...


Tom Lenfestey


The Law Practice Exchange, LLC

Tom Lenfestey is the Founder of The Law Practice Exchange, LLC, a practicing North Carolina attorney, licensed CPA, and Accredited Business Intermediary. With years of experience in transition and succession planning for other professions, Tom recognized a gap in the legal profession regarding these services. This led him to establish The Law Practice Exchange in 2013 to offer education, options, and brokerage services for law firm succession strategies. Tom is also an author and active educator, providing numerous events and resources on succession planning, law practice sales, and valuations.

Nefra MacDonald

Senior Manager, Strategic Engagement


Nefra MacDonald is a legal technology and wellness speaker who, as the Senior Manager of Strategic Engagement at Clio, works with bar associations and other legal organizations to help lawyers succeed in their practices. With over a decade of experience in the legal industry, Nefra understands the pain points that affect law firms, and she uses her expertise to help lawyers streamline processes and run a better business. Nefra is passionate about bringing a practical lens to each one of her presentations, so each attendee leaves with a takeaway that can improve their day-to-day. She has been a speaker at the Clio Cloud Conference, ABA TECHSHOW, and many other legal conferences across North America.