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Succession success for PI firms: Financing your exit strategy

March 4, 2026

Free to attend

This program is under consideration for CPD/CLE credits

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OVERVIEW

Succession planning is critical to ensuring continuity of service and to preserve the value of a personal injury practice. Whether you’re preparing for retirement or safeguarding against unexpected disruptions, a well-executed exit strategy helps protect your clients, your team, and the reputation you’ve built.
Our expert panel will explore the unique considerations PI firms face when planning for succession – from financing the sale or acquisition of a book of business, to fulfilling ethical obligations and appointing the right successor to carry your legacy forward.

themes + agenda

Key themes

  • Creating a robust succession plan: How to protect your clients and prevent business disruption
  • Financing best practices: Navigating the financial challenges of selling your​ book of business; and strategies for those looking to take over a PI practice​
  • Ethical obligations: Considerations as you appoint a successor and prepare your exit strategy​

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