A Primer for Mergers and Acquisitions of Law Firms | LPM CLE Webcast
Thursday, April 4, 2013
1:00 p.m. - 2:30 p.m.
“Merging and Acquiring Law Firms for Firms of
NYSBA CLE Webcast
(1.5 areas of professional practice and/or law practice
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
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
?Discuss the merger options available: acquire a smaller firm, join
with a firm of approximately the same size, or be acquired by a larger
?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
?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
?Discuss firm administration and real estate;
?Describes the process for integrating two firms into one.
Joel A. Rose Joel A. Rose & Associates,
Management Consultants to Law Offices
Cherry Hill, New Jersey
Peter S. Bejsiuk, Esq. Capehart &
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
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.
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The last day to pre-register online was April 3, 2013.
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