Free to attend
This program is under consideration for CPD credits
In Association With
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.
For those taking over a practice in today’s economic climate, financing can be even more challenging.
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 prepare your exit – or entry – strategy
Featured speakers
IN ASSOCIATION WITH
