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

April 16, 2024 @ 12:00 PM – 1:00 PM
InReach Zoom Webinar
$50 for Solo & Small Firm Section Members

Live Zoom webinar presented by Mindi Wells, Wells Law, Columbus, OH, and moderated by Bill Curphey. Course number 8340 is approved for 1 CLE. Solo & Small Firm Section members register for only $50 and all registrants have 90-day, on-demand access. REGISTER

DESCRIPTION: Many law firms, especially solo and smaller firms, do not have a succession plan in place for continued operation or wind-down of their law firms. Lack of planning for what happens next—whether the change is from the loss of the solo attorney, 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.
  • Whether you need an Inventory Attorney.

Smiling person wearing a black topMindi Wells is 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.