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PODCAST

Senior Attorney Match Podcast

Jeremy E. Poock, Esq.

The Senior Attorney Match Podcast addresses all topics relating to lawyers considering how to sell their law practices, including how to value a law practice, determining the "right" successor, when to start a transition toward retirement, and much more.

business careers

All Episodes

15:58

Valuing a Law Practice - The Importance of Synergy Value

Senior Attorney Match Podcast ·

2021/03/03

In this episode, Mark S. Gottlieb, CPA/ABV/CFF, ASA, CVA, CBA, MST of MSG Accountants, Consultants & Business Valuators (www.msgcpa.com) discusses valuing law firms. In response to the “What is My Law Practice Worth” question, Gottlieb explains that valuing a law practice depends on the size of a practice, namely, a sole proprietorship, a medium-sized firm, or a large law firm. For small law practices, Gottlieb explains that valuation depends upon the following question: “What is the amount of cash

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21:18

The Role of Life Insurance in Succession Planning for...

Senior Attorney Match Podcast ·

2020/12/07

In this episode, David F. Keefe III, CLU, ChFC (linkedin.com/in/davidfkeefe) of 4-Point Financial (www.4-pointfinancial.com) addresses the role of life insurance in succession planning for lawyers. As a life insurance advisor who specializes in understanding the value of Human Capital, David addresses the importance of life insurance for: (i) Law firm partners as business owners; (ii) Senior Attorneys who join Growing Law Firms per a term of years earnout; and (iii) Senior Attorneys who do not yet

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23:30

The Opportunities That Client & Referral Source Lists...

Senior Attorney Match Podcast ·

2020/11/05

In this episode, Jeremy E. Poock, Esq. and Jared D. Correia, Esq., Founder and CEO of Red Cave Law Firm Consulting (www.redcavelegal.com), discuss the importance and opportunities attributable to a Senior Attorney’s client list and referral source list. As Poock explains, valuing a law practice consists of 4 elements (a) Client list; (b) Referral Source list; (c) Good Will; and (d) Subject matter knowledge. Correia, who has consulted with 4,000+ law firms to become more effective businesses, points

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15:29

Top 5 Reasons Why a Commercial Lease Should Not Delay...

Senior Attorney Match Podcast ·

2020/10/29

In this episode, Jeremy E. Poock, Esq. and Scott Loring address the top 5 reasons why a commercial lease should not delay succession planning for Senior Attorneys: (1) Avoid the “Sunk Cost Fallacy,” which Loring defines for listeners as when we continue an action because of our past decisions, rather than a rational choice of what will maximize our utility at this present time; (2) Recognize that a “Random Tuesday Event” could occur before the end of the lease term; (3) A successor may have interest

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17:01

Episode 23: 2 of 2: For Sale by Owner (FSBO) -...

Senior Attorney Match Podcast ·

2020/09/17

In Part Two of the FSBO episode, business brokers, Gary Rayberg, President of ROI Corporation (www.roibusinessbrokers.com) and Cress V. Diglio, Managing Partner of Calder Associates (www.calderassociates.com), address FSBO’s in the context of: (i) A friendly competitor; and (2) An internal sale. When considering a friendly competitor, Diglio and Rayberg explain how a business broker can expedite the sale process, as well as identify when a friendly competitor lacks a genuine interest to purchase the

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20:02

Episode 22: 1 of 2: For Sale by Owner (FSBO) -...

Senior Attorney Match Podcast ·

2020/09/17

In this two-part episode, two national leaders in business brokerage, Gary Rayberg, President of ROI Corporation (www.roibusinessbrokers.com) and Cress V. Diglio, Managing Partner of Calder Associates (www.calderassociates.com), discuss For Sale by Owner – FSBO. In Part One, Rayberg and Diglio define FSBO and address the risks that FSBO presents to Sellers. When comparing selling a business via FSBO to working with a business broker, Rayberg identifies the amount of work involved with selling a

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11:24

Episode 20. Senior Attorney Match's Integration...

Senior Attorney Match Podcast ·

2020/07/30

In this episode, Attorney Jeremy E. Poock, Esq. and Scott Loring of Cooperative Coaching & Mediation discuss “Integration Consulting” the fourth step in Senior Attorney Match’s 4-step process for designing and implementing succession plans for Senior Attorneys. Poock and Loring discuss Integration Consulting as it applies to a Senior Attorney joining a growing law firm. During Integration Consulting, Senior Attorney Match continues its role as intermediary by assisting the parties to: (i) Build

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17:12

Episode 19. Senior Attorney Match's Implementation...

Senior Attorney Match Podcast ·

2020/07/24

In this episode, Attorney Jeremy E. Poock, Esq. and Scott Loring of Cooperative Coaching & Mediation discuss “Implementation,” the third step in Senior Attorney Match’s 4-step process for designing and implementing succession plans for Senior Attorneys. In Implementation, Senior Attorney Match implements upon the succession planning option determined during the Next Step Process. Typically, that option involves pursuing a growing law firm. Implementation involves 4 phases: (1) Identifying growing

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31:47

Episode 18. Intelligent Growth for Trial Attorney...

Senior Attorney Match Podcast ·

2020/06/17

In this episode, Jeremy E. Poock, Esq., founder of Senior Attorney Match (www.seniorattorneymatch.com), Ari P. Kornhaber, Esq., Co-founder and Executive Vice President of Esquire Bank (www.esquirebank.com), and Peter Webb, a founding member and Senior Vice President of Scorpion (www.scorpion.co) discuss intelligent growth opportunities for Trial Attorney Firms to thrive and not just survive during the Covid-19 era. Webb identifies the 3 major problems that Trial Attorney Firms face today: (i)

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13:52

Episode 17. Senior Attorney Match's Next Step Process...

Senior Attorney Match Podcast ·

2020/06/16

In this episode, Jeremy E. Poock, Esq. and Scott Loring discuss the “Next Step Process,” the second part of Senior Attorney Match’s 4-step approach to design and implement succession plans for Senior Attorneys. During the Next Step Process, Senior Attorney Match (i) Determines the value of a Senior Attorney’s practice; (ii) Simulates the “Internal Plan” vs. “External Plan” options for who can succeed to a Senior Attorney’s practice; and (iii) Designs a “go to market” plan for Senior Attorneys to

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22:50

Episode 16. Video Version of Trial Attorneys: Open...

Senior Attorney Match Podcast ·

2020/06/09

In this episode, Peter Webb, SVP and Angela Wearn, EVP of Scorpion’s Personal Injury Law Division (www.scorpion.co) provide tips and developing best practices as Trial Attorneys evaluate and pivot their Internet Marketing Strategies in response to the global Coronavirus Pandemic. As Peter recommends, “Take a fresh look at how your firm is perceived online. . . because that is a critical component to acquiring new clients today.” Angela and Peter address the current and future opportunities that

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22:48

Episode 15. 5 Myths vs. Realities: Who Can Succeed to...

Senior Attorney Match Podcast ·

2020/06/01

In this episode, Jeremy E. Poock, Esq. and Scott Loring explain the 5 Myths vs. Realities about who can succeed to a Senior Attorney’s practice. As Poock and Loring discuss, the 5 Myths are as follows: (1) This year, my internal successor will approach me to offer to purchase my practice; (2) If I ask my internal successor to make me an offer, he will get scared that I may retire soon and then leave with my key clients and referral sources; (3) This year, I will recruit a lawyer from a mid-size or

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13:01

Episode 14. Senior Attorney Match's Next Step...

Senior Attorney Match Podcast ·

2020/05/19

In this episode, we explain why Senior Attorney Match created its 90 minute Next Step Workshop for attorneys considering selling their law practices. As Poock explains, the Next Step Workshop provides a safe environment for attorneys to explore: (1) What is my practice worth? (2) To whom can I sell my law practice? (3) What is the difference between an Internal Plan and an External Plan? (4) What risks do waiting too long present? (5) How do I rate the importance of monetizing my practice vs

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22:52

Episode 13 Trial Attorneys: Open for Business - West...

Senior Attorney Match Podcast ·

2020/05/05

In this West Coast edition of “Trial Attorneys: Open for Business,” Attorney Robert E. Cartwright, Jr. of San Francisco based Cartwright Law Firm (www.cartwrightlaw.com) and Attorney R. Brent Wisner of Los Angeles based Baum, Hedlund, Aristei & Goldman, PC (www.baumhedlundlaw.com) join returning guest, mediator Attorney Sarah E. Worley of Boston based Worley Conflict Resolution (www.worleyconflictresolution.com ). Addressing his experience with defense counsel while courts remain closed for trials,

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18:33

Internet Marketing Strategies with Scorpion’s Peter...

Senior Attorney Match Podcast ·

2020/05/04

In this episode, Peter Webb, SVP and Angela Wearn, EVP of Scorpion’s Personal Injury Law Division (www.scorpion.co) provide tips and developing best practices as Trial Attorneys evaluate and pivot their Internet Marketing Strategies in response to the global Coronavirus Pandemic. As Peter recommends, “Take a fresh look at how your firm is perceived online. . . because that is a critical component to acquiring new clients today.” Angela and Peter address the current and future opportunities that Zoom

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20:10

Episode 11. 2 of 2 - Boomer Women in the Legal...

Senior Attorney Match Podcast ·

2020/05/01

In this second episode of Boomer Women in the Legal Profession, our panel discusses how to prepare the next generation of women leaders in the Law. Attorney Scharf emphasizes the importance of innovative research and initiatives to advance women lawyers into leadership positions. Attorney Mayes stresses providing upcoming women leaders with “stretch opportunities” to move-up to the next level, including focusing on the personal development of individual women lawyers with real time feedback from

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25:08

Episode 10. 1 of 2 - Boomer Women in the Legal...

Senior Attorney Match Podcast ·

2020/04/30

In this first episode of Boomer Women in the Legal Profession, we introduce our panelists, (1) Attorney Stephanie A. Scharf, co-founder of Scharf Banks Marmor LLC (www.scharfbanks.com), current chair of the ABA’s Commission on Women in the Profession, past president of the National Association of Women Lawyers (NAWL), founder of the NAWL Annual Survey of Retention and Advancement of Women in Law, and co-author of the recent ABA publication, “Walking Out the Door: The Facts, Figures, and Future of

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18:39

Episode 9. The 2 Choices that the Coronavirus...

Senior Attorney Match Podcast ·

2020/04/17

In this episode, Scott R. Loring (www.cooperativecoach.com) and Jeremy E. Poock, Esq. discuss the following 2 choices that the multi-month Coronavirus pandemic presents to Senior Attorney lead law firms: (1) A 12+ month re-building process, including countless administrative related hours to oversee re-building while generating new work and billable hours; or (2) Join a growing law firm that needs the following 4 assets that Senior Attorneys and their practices offer: (1) Clients; (2) Referral

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31:14

Episode 8. Trial Attorneys: Open for Business

Senior Attorney Match Podcast ·

2020/04/09

In this episode, Trial Attorney Ben Rubinowitz of Manhattan based Gair Gair Conason (www.gairgair.com) and Defense Attorney Chris Kenney of Boston based Kenney & Sams (www.kslegal.com), together with Boston based Attorney Sarah Worley of Sarah E. Worley Conflict Resolution (www.worleyconflictresolution.com), discuss how Personal Injury Law matters continue progressing while courts remain closed in New York and Massachusetts as a result of the Coronavirus pandemic. Kenney explains incentives that

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09:25

Video Episode - Why Now Presents a Seller's Market &...

Senior Attorney Match Podcast ·

2020/04/07

In this video podcast, Senior Attorney Match founder, Jeremy E. Poock, Esq., sits with Scott Loring, long-time business exit strategist, to discuss why Poock considers now as a Seller's market and Buyer's market for Senior Attorney lead law firms. Poock and Loring discuss the impact that status quo has on the value of a lawyer’s practice, the “glean in the eyes” of growing law firms, and the winning combination that growing law firms present to Senior Attorneys.

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126 results

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