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Succession Planning 101 for Florida Law Firms: Where Do I Start?

September 21, 2021 @ 12:00 PM – 1:00 PM
$50 for Section Members

September 21 Live GoToWebinar presented by Mindi Wells of Wells Law in Columbus, Ohio, and moderated by Paige Greenlee of Greenlee Law in Tampa. Course number 5109. Approved for 1.0 General CLE credit. Section members register for only $50. REGISTER

Many law firms, more especially solo and smaller firms, do not have a succession plan in place for the continued operation or wind-down of their law firms. Lack of planning for what happens next—whether the change is from the loss of a partner, sale by founding attorneys, retirement or other unanticipated events—can throw a firm, its clients, employees, and business colleagues into a nosedive.  Join us for this workshop on the fundamentals of succession planning for law firms of all sizes.

In this session, you will learn:

  • Why you need to start planning for your exit now—even if it is years away
  • What to consider in your succession plan
  • How to get started now
  • Who you need to get involved

Mindi Wells

Mindi Wells is the Founder and Managing Attorney of Wells Law, a boutique firm offering legal counsel, investigations, and training to businesses.  An attorney for over two decades, Mindi comes from a family of small business owners and spent much of her career on the business side of organizations. Her commitment to assisting growing businesses in proactively addressing workplace legal issues led her to develop a unique concierge legal service package that includes “house calls” to the C-suite.  Mindi’s clients appreciate her practical approach in simplifying legal complexities developed from years as a business professional herself.  Her no-nonsense style and humorous stories come from over 20 years’ experience in human resources, financial and organizational leadership, operations management, and higher education. Mindi splits her time between Columbus, Ohio, and Sarasota, Florida and serves clients throughout both states.