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The Law Firm Ownership Institute 
Transferring Ownership of Your Law Firm - 
Sell, Succession and Equity Planning For Law Firm Owners
November 11th - 12th, 2019 in Raleigh, NC
Learn The Secrets Behind Monetizing Your Law Firm Value
Presented by: 
Our Trusted Partners 
EVENT DETAILS: 
This is an EXCLUSIVE event for the elite law firm owner. 

This is for the lawyer who wants to take control of their future, refuses to accept the status quo, and wants to maximize their income.

If you're tired of working 100 hour weeks at this point in your career with no end in sight, you need this. 

If you have no idea of your law firm value or how you will pay for your retirement, you need this. 

If you have no plan to make more money at your firm, except to work more hours, weeks or years, you need this. 

Let's face it, the old ways of running a law practice are no longer working. 

It's a new world and you need to learn the new tactics that are working TODAY for law firm ownership planning.

The purpose of this event is simple -  

Learn, build, and implement a successful ownership plan to preserve and generate cashflow for your firm - 
now and for future generations. 
This Is Your Chance To Make Your Law Firm Continuity Plan
What we cover in this event, you won't find anywhere else. You get THE EXPERTS, THE EXPERIENCE and the PROVEN MODEL to provide you the secrets for your own success! These AREN'T taught in law school. They AREN'T practiced by the average firm. In fact, most of what is being practiced by law firms today is FUNDAMENTALLY WRONG. It's our mission to reinvent the industry, and to teach you the ownership succession secrets, so you can take control of your professional future- forever.
Day 1. Build
We work together to learn our 3 Step Process for Sale and we will build a customized plan for your firm including legal structure options, firm valuation, and understanding the equity and sale analysis process. 
Day 2. Create
We work with you to create and plan the firm ownership and succession strategies to implement going forward.  We will also discuss tax, benefit, and personal retirement strategies to consider in your overall plan with the experts in those industries. 
Day 3 & Beyond: Benefit
Now it's time to benefit from what you've created. We are here as needed to consult with you after the event has ended. 
VIP Exclusives
This event is one of a kind. We blend one-on-one, high touch consulting with high-value deliverables including: 
  • Your Law Firm Valuation
  • ​Your Equity Offering or Sale Structure Analysis
  • ​150+ Page Workshop Training Manual with checklists, guides, and resources
  • One-on-Ones with law firm experts in transition, valuation, personal finance, banking and more
  • Step by step instruction and discussion on what your plan should be and how to implement
Law Firm Valuation
This alone is valued at over $3,500. We will perform and provide your law firm’s valuation and it is included in the cost of the event. 
Equity Sale Plan Structure Analysis 
A developed plan structure for you and your law firm to take away and implement when ready. Valued at $3,000+. Included in the cost of the event. 
8 CLE Credit Hours
This event qualifies you for 8 CLE hours (*NC Only, other states please check with the State Bar).
FEATURED EXPERT SPEAKERS

Tom Lenfestey, Attorney, CPA, ABI

Tom helps lawyers across the country understand, evaluate and achieve law firm continuity plans that involve sale, transition, retirement and other goals of law firm owners and their successors.
Tom serves on the Transitioning Lawyers Commission with the North Carolina Bar Association and provides numerous educational events to attorneys, law firms and others related to law firm continuity and professional transition planning. 

Camille Stell

Camille is recognized as a leader in the legal industry including recognition by North Carolina Lawyers Weekly as a “Leaders in the Law” and a 2016 Triangle Business Journal “Women in Business” award winner. She serves as a member of the NC Pro Bono Resource Center Advisory Board and serves on
the Advisory Group for the Duke Law Tech Lab. In October 2019, Camille will be inducted as a Fellow into the College of Law Practice Management.
You Have Two Choices 
1. Learn the right sale model from law firm experts who SUCCESSFULLY IMPLEMENT these strategies across the country!
2. Wait, continue think about it, and waste lots of time, money, and energy with the chance of still not getting it right 

Coming to this event is the fastest and least expensive path to success. 

How much longer are you going to put your finances and happiness on hold? 
Hear From Amazing People Who Came Last Year
 Knocked It Out Of The Park...
I’d urge my fellow attorneys approaching retirement to attend this workshop. Time well spent.
-Jessica, Personal Injury Attorney
 I Didn't Think It Was Possible...
I didn't think it was possible to get this much money for our practice and you proved me wrong. 
- Nick, Residential Real Estate Attorney 
 So Grateful...
I'm so grateful to have sold my practice when I did, otherwise the obligations of running my firm during this time would have been a tremendous burden I’m not sure I could have handled.
-Tom, Estate and Business Attorney 
You Belong Here 
At this event, you will be surrounded by the most elite law firm owners from across the country. Lawyers who don't just talk about what they want, but who go out and get it. If you've been wanting to level up in all areas, this event is for you. You belong here with us! 
Learn Law Firm Succession
Learn the elements and structure your law firm needs for long-term success and next generation ownership.
Make More Money
Monetize what you have built for your exit and retirement. Implement a plan to allow you to slow-down and continue to earn well into the future…on your timeline.  
Secure Your Future
Learn how to secure your personal finances, your firm's value and legacy so you can sell or transition and receive maximum cashflow - now and for future generations. 
Transferring Ownership of Your Law Firm - Sell, Succession and Equity Planning For Law Firm Owners FAQ'S...
 What are the dates for Transferring Ownership of Your Law Firm - Sell, Succession and Equity Planning For Law Firm Owners 2019? 
 The event begins Monday, November 11th with registration and lunch at 12PM. Training will be from 1PM to 5PM with cocktails and dinner to follow. Spouses are welcome. 
The second day starts with breakfast at 8 AM and concludes at 1 PM on November 12th, 2019. 

 Where is the venue for the event? 
The event will be hosted at Marriott Crabtree: 4500 Marriott Dr., Raleigh, NC 27612. You can book your hotel room here >>

 Can anyone attend this event? 
If you are an owner of a law firm and want a plan for your future and a more successful law practice, this LIVE event is for you! 

 Do I get CLE Credit for attending? 
Yes, the North Carolina State Bar has approved this event for Continuing Education credit of 8 hours (towards the 12 required each year). This is broken down as: 1 hour of mental health, 1.5 hours of ethics, and 5.5 hours of general. For anyone licensed outside of NC, please verify the CLE eligibility with your state bar. 

 Can I bring my spouse or a guest? 
Because this is a VERY exclusive event, every person must purchase a ticket to get into the event. We will have an evening cocktail and dinner where your spouse or guest is welcome to join on Night One! 

 What should I wear? 
The dress code is business casual for this event. Our meeting room will be on the cool side, so plan accordingly and bring an extra sweater or jacket. 
Money Back Guarantee
We offer a full, money-back guarantee on our events. 

There is ZERO risk to you. We believe this will be the most valuable two days of your life. 

However, if you do not feel you received the value promised, please let us know and we will give you a 100% refund. 

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