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On Demand

Succession, Setbacks and Sale: Planning for the Future of Your Practice


Total Credits: 3 CLE, 3 Ethics

Average Rating:
   8
Categories:
Law Practice Management & Technology
Faculty:
Jennifer B Fite |  Lowen Charles Jones |  Victoria Collier
Format:
Audio and Video
Original Program Date:
Jan 22, 2025


Description

You will learn:

  • How to assess and enhance the marketability of your practice.
  • Strategies to plan and prepare with a sale in mind.
  • The importance of creating a comprehensive succession plan.
  • Practical steps for implementing a successful succession strategy.
  • Additional requirements for solo practitioners.

Chair:
Jennifer Fite, Lawyer Assistance Program Director, State Bar of Arizona

Faculty:
Victoria Collier, Quid Pro Quo Law
Lowen C. Jones, Esq., Managing Attorney, Marble Law PC

Handouts

Faculty

Jennifer B Fite Related Seminars and Products

State Bar of Arizona


is the Lawyer Assistance Programs Director for the State Bar of Arizona. Before joining the Bar, Jennifer had a varied career working primarily in civil litigation, most recently serving as Litigation Attorney and Managing Partner of a small firm. Jennifer has a Juris Doctorate from Southern Illinois University School of Law, Carbondale and received her Bachelors of Arts in International Relations from the University of Southern California. She has been licensed to practice in the State of Arizona since 2002 and is also admitted to practice in the U.S. District Court for the District of Arizona and the United States Supreme Court. She is a past Judge Pro Tempore.


Lowen Charles Jones Related Seminars and Products


is the Managing Attorney at Marble Law, PC in the Arizona Market, where he focuses primarily on family law, guiding clients through matters such as custody disputes, spousal maintenance, and property division. His approach to legal practice is underscored by financial acumen, developed during a successful banking career where he revitalized struggling branches into top performers. Today, Lowen leverages this unique background to bring a strategic, solutions-oriented perspective to his firm and to the Arizona Black Bar (ABB), where he serves as Treasurer.

Inspired early in life by the professionals he met through his aunt—most notably a judge who sparked his interest in the legal field—Lowen is committed to supporting the next generation of lawyers and strengthening the broader legal community. He actively participates in volunteer initiatives, including the Family Law Assistance Project, AZ Court Help Legal Talks, and Family Law Legal Clinics, as well as the occasional family member who asks politely. Through this work, he strives to enhance public access to legal knowledge and services.

Now, as a co-presenter at the upcoming CLE program focused on succession planning and aligning with Arizona Rule 41, comment 2, Lowen will share insights into establishing a responsible framework that safeguards clients’ interests should an unforeseen event occur. Recognizing that ethical and business continuity considerations are essential elements of every practice, Lowen aims to equip fellow attorneys with strategies to help ensure their firms’ stability—and by extension, the continued protection of the clients we serve—well into the future.



Victoria Collier Related Seminars and Products


opened her own law firm straight out of law school, building from the experience she obtained as a paralegal in the Air Force and in the private sector. Although Victoria’s niche was in Elder Law Estate Planning, she created a niche within that niche by being the first to teach Veterans Benefits for Seniors to elder law attorneys across the nation. In addition, Victoria co-owned a multi-million dollar company coaching other estate and elder law attorneys on how to build and scale their law firms. Victoria owned and operated her law firm for 18 years before she sold it in 2020. Prior to the sale, Victoria maintained average gross revenues between $1 – $1.5 million dollars for five consecutive years. Victoria currently co-owns another 8-figure business that helps Veterans, as well as owning a consulting firm. She has previously owned an insurance firm, publishing company, and a real estate business. Victoria has completed an extensive study on the valuation, purchase, merger, and sale of businesses, including obtaining her Certified Exit Planning Advisor and Certified Value Builder designations.


Reviews

5
4
3
2
1

Overall:      4.9

Total Reviews: 8

Comments

John T

"This had excellent practical advice that I will implement. I appreciated the thorough knowledge of the presenters. "

Amy F

"Very practical information presented by knowledgeable speakers "

Kathleen N

"informative and helpful guidance"

David H

"I have been thinking and speaking to lawyers about succession and when it comes to sale I have not had any real conversations with anyone who knows how to evaluate a practice. Today was invaluable to me on where to start "

Mark W

"Well drafted materials"

Mark W

"Informative and actionable. Provided information about safeguarding client's position and avoiding malpractice."