A Primer for Mergers and Acquisitions of Law Firms | LPM CLE Webcast

1:00 p.m. - 2:30 p.m.
(Eastern Time)

“Merging and Acquiring Law Firms for Firms of All Sizes” 

NYSBA CLE Webcast

1.5 MCLE Credits
(1.5 areas of professional practice and/or law practice management)

Sponsored by the Law Practice Management Committee and the Committee on Continuing Legal Education of the
New York State Bar Association

A Primer for Mergers and Acquisitions of Law Firms for Firms of All Sizes

Partners in many more law firms - of all sizes and types - believe that their future organizational and financial security is linked to growth and diversification. Law firms are seeking - through mergers and acquisitions - the lateral additions of experienced lawyers in complementary and diverse practice areas to satisfy current and anticipated needs and legal trends of their clients and in legal practice.

During this webcast, Managing Partners of a larger and mid-size law firm and a national law firm management consultant will:

?Identify the critical factors that should be considered when determining the reasons whether a merger or acquisition is necessary;

?Discuss the merger options available: acquire a smaller firm, join with a firm of approximately the same size, or be acquired by a larger firm;

?Identify sources of potential merger partners;

?Discuss the importance of pre-merger discussions to identify potential problem areas that need to be addressed early during merger discussions: make partners in both firms aware of potential personality conflicts; the synergistic benefits to be derived from the joining together and developing the checklist for the exchange of information;

?Describe in detail, through practical examples, the due diligence process for evaluating the objective data and subjective information about potential merger partners;

?Identify potential problem areas: Firm name, Culture, Client conflicts, Partner Compensation, Management of the business and substantive sides of the practice, Rates, Retirement payouts, Unfunded pension liabilities, Capitalization, Death and Retirement benefits, Work-in- process and Accounts receivables;

?Address issues relating to pre-existing or potential malpractice claims against either firm;

?Address the compensation and firm commitments made to associates;

?Discuss firm administration and real estate;

?Describes the process for integrating two firms into one. 

Program Faculty

Joel A. Rose
Joel A. Rose & Associates, Inc.
Management Consultants to Law Offices
Cherry Hill, New Jersey 

Peter S. Bejsiuk, Esq.
Capehart & Scatchard
Mt. Laurel, NJ 

Joel S. Lever, Esq.
Kurzman Eisenberg Corbin & Lever, LLP
White Plains, New York 10601

This program will be streamed as a live CLE Webcast. If you register for the CLE Webcast, you will be able to view the program video online and email questions during the live program. You will also have access to the program archive.

Be advised that during the webcast, program verification codes will be displayed on the screen and announced. In order to receive MCLE credit, you will need to print the MCLE Attestation Form and write down the program codes. You will receive your MCLE certificate via email. Please be sure to provide your email address when registering.

In the event that you miss any portion of the program, the archive will be posted online. All pre-registered CLE webcast registrants will have access to the online archive file. You will be able to view the archive online, on-demand at your leisure. 

Please note: Newly admitted attorneys may not receive MCLE credit for their participation in CLE Webcasts.

Please note - In order to register you will need to login with your member record or create a free online web record.
If you forgot your login information or need assistance, please call the State Bar Service Center at 1-800-582-2452.

Your registration confirmation will be sent to the e-mail address you have on file with NYSBA.

To update your contact information, please login and click here to visit MyNYSBA and update your profile.

The last day to pre-register online was April 3, 2013.

Members, please login to get member discounts.

Seminar
Webcast Registration	$75.00

Seminar
Webcast Registration	$175.00

Accommodations for Persons with Disabilities:
NYSBA welcomes participation by individuals with disabilities. NYSBA is committed to complying with all applicable laws that prohibit discrimination against individuals on the basis of disability in the full and equal enjoyment of its goods, services, programs, activities, facilities, privileges, advantages, or accommodations. To request auxiliary aids or services or if you have any questions regarding accessibility, please contact Cindy O'Brien at 800-582-2452 or cobrien@nysba.org.