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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

13:09

Guest Appearance Segment of Episode 7 of “The Ask the...

Senior Attorney Match Podcast ·

2024/03/26

Episode 6 of the Ask the Law Firm Seller Show includes 3 segments. In Segment 2, host, Jeremy E. Poock, Esq., welcomes David L. Cohen, Esq. of David L. Cohen, P.C. to discuss David’s thoughts and insights from the perspective of a potential purchaser of a Senior Attorney’s practice.A particular opportunity that Poock and Cohen discuss relates to a “player-manager” analogy, namely, the value that a solo attorney acquirer presents to a Senior Attorney-led firm, where solo attorneys present the

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19:04

Q&A Segment of Episode 7 of “The Ask the Law Firm...

Senior Attorney Match Podcast ·

2024/03/19

Episode 7 of the Ask the Law Firm Seller Show includes 3 segments. In Segment 1., host, Jeremy E. Poock, Esq., answers the following 4 questions: (1) When a lawyer sells a practice to another firm, who is entitled to the uncollected receivables for previously billed work? (2) How do the parties in law firm sales typically deal with ongoing ethical obligations such as client file retention, original records, and roles like trustee appointments? (3) How should a lawyer handle malpractice risk in

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38:58

Episode 7 of “The Ask the Law Firm Seller Show”

Senior Attorney Match Podcast ·

2024/03/12

Episode 7 of the Ask the Law Firm Seller Show includes 3 segments. In Segment 1, host, Jeremy E. Poock, Esq., answers the following 4 questions: (1) When a lawyer sells a practice to another firm, who is entitled to the uncollected receivables for previously billed work? (2) How do the parties in law firm sales typically deal with ongoing ethical obligations such as client file retention, original records, and roles like trustee appointments? (3) How should a lawyer handle malpractice risk in

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09:58

Poock’s Post Segment of Episode 3 of “The Ask the Law...

Senior Attorney Match Podcast ·

2024/01/23

Episode 6 of the Ask the Law Firm Seller Show includes 3 segments. In Segment 3, host, Jeremy E. Poock, Esq., presents the following “Poock’s Post:” The Risk to Law Firm Value in the 2020’s When Senior Attorneys Do Not Adopt Digital Marketing – And, 2 SolutionsAs Poock explains: “Today's Senior Attorneys, that is, attorneys that have practiced more than 30 years - they developed their Books of Business by and large, pre-Google, and they did it what we call the “hard way.” That “hard way” consisted

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16:02

Guest Appearance Segment of Episode 6 of “The Ask the...

Senior Attorney Match Podcast ·

2024/01/16

Episode 6 of the Ask the Law Firm Seller Show includes 3 segments. In Segment 2, host, Jeremy E. Poock, Esq., welcomes Attorney Christine Morgan who joined a growing law firm in 2020. During their conversation, Morgan and Poock discuss: Attorney Morgan’s methodical approach to succession planning for her practice. The importance of joining a law firm with a “Deep Bench” that will continue representing Attorney Morgan’s clients after she retires. Attorney Morgan’s experience with “Trust Transfer,”

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16:25

Q&A Segment of Episode 6 of “The Ask the Law Firm...

Senior Attorney Match Podcast ·

2024/01/09

Episode 6 of the Ask the Law Firm Seller Show includes 3 segments. In Segment 1., host, Jeremy E. Poock, Esq., answers the following 4 questions: (1) From a buyer’s perspective, should I purchase a firm to deepen our Subject Matter Knowledge in a particular practice area? (2) What is the importance of Firm Culture in law firm sales? (3) How do you value a Contingency Fee Practice? and (4) If I join a Growing Law Firm, won’t I suddenly have a boss? Hell, no!

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11:53

State of the Market for Law Firm Sales in 7 Minutes:...

Senior Attorney Match Podcast ·

2024/01/03

In this Part 1 of the Top 4 Trends for Law Firm Sales in 2024, Senior Attorney Match’s Jeremy E. Poock, Esq. shares the following trends for Law Firm Sales in 2024, plus a prediction for the Personal Injury Law industry: Trend #1: Law Firm Sales 1.0 will continue in 2024 As Poock explains, we foresee the continuation of Law Firm Sales 1.0 in 2024. “The key feature of Law Firm Sales 1.0 is that the payment terms are based upon earnout terms, as compared to significant consideration paid at a

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41:45

Episode 6 of “The Ask the Law Firm Seller Show”

Senior Attorney Match Podcast ·

2024/01/02

Episode 6 of the Ask the Law Firm Seller Show includes 3 segments. In Segment 1, host, Jeremy E. Poock, Esq., answers the following 4 questions: (1) From a buyer’s perspective, should I purchase a firm to deepen our Subject Matter Knowledge in a particular practice area? (2) What is the importance of Firm Culture in law firm sales? (3) How do you value a Contingency Fee Practice? and (4) If I join a Growing Law Firm, won’t I suddenly have a boss? Hell, no! In Segment 2, Poock welcomes Attorney

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08:19

Guest Appearance Segment of Episode 5 of “The Ask the...

Senior Attorney Match Podcast ·

2023/12/19

Episode 5 of the Ask the Law Firm Seller Show includes 3 segments. In Segment 2, host, Jeremy E. Poock, Esq., welcomes Attorney Paul Tetzel of Boston based Tetzel Law, which acquired a Senior Attorney lead Personal Injury Law firm in early 2020. During their conversation, Tetzel and Poock discuss: How welcoming 2 Senior Attorney PI attorneys to Tetzel Law has benefited the practice Tetzel’s advice for Senior Attorney PI attorneys considering selling their law practices? Tetzel’s answer to the

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10:43

State of the Market for Law Firm Sales in 7 Minutes:...

Senior Attorney Match Podcast ·

2023/12/14

In the Top 3 Lessons learned in 2023, Senior Attorney Match’s Jeremy E. Poock, Esq. shares “The Top 3 Lessons Learned in 2023:” Lesson #1: Internal Successors Want a Job & Not a Business: The #1 lesson learned in law firm sales in 2023 is: Internal Successors do not want to purchase their boss’ law firm. Instead, Growing Law Firms want and need Senior Attorneys and their lawyer and non-lawyer staffs, together with the client list, cumulative expertise, and marketing value that Senior Attorneys

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18:50

Q&A Segment of Episode 5 of “The Ask the Law Firm...

Senior Attorney Match Podcast ·

2023/12/12

Episode 5 of the Ask the Law Firm Seller Show includes 3 segments. In Segment 1., host, Jeremy E. Poock, Esq., answers the following 4 questions: (1) If I plan to sell my law practice within the next 1-2 years, what do you recommend? (2) What are typical financial terms in law firm sales? (3) Should I consider selling to a growing law firm that wants to add my practice area to its practice? and (4) I am worried that if I ask my Internal Successor to purchase my practice, she will look for another

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34:38

Episode 5 of “The Ask the Law Firm Seller Show”

Senior Attorney Match Podcast ·

2023/12/05

Episode 5 of the Ask the Law Firm Seller Show includes 3 segments. In Segment 1, host, Jeremy E. Poock, Esq., answers the following 4 questions: (1) If I plan to sell my law practice within the next 1-2 years, what do you recommend? (2) What are typical financial terms in law firm sales? (3) Should I consider selling to a growing law firm that wants to add my practice area to its practice? and (4) I am worried that if I ask my Internal Successor to purchase my practice, she will look for another

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08:22

Poock’s Post Segment of Episode 5 of “The Ask the Law...

Senior Attorney Match Podcast ·

2023/12/04

Episode 5 of the Ask the Law Firm Seller Show includes 3 segments. In Segment 3, host, Jeremy E. Poock, Esq., presents the following “Poock’s Post:” Your Book of Business is Not Evergreen. As Poock explains, the Book of Business is the most important asset that Senior Attorneys and Senior Attorney led firms have when they're selling their law practices. The Books of Business for today's Senior Attorneys are absolutely not evergreen for the following reason: If Senior Attorneys do not generate

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06:29

Poock’s Post Segment of Episode 4 of “The Ask the Law...

Senior Attorney Match Podcast ·

2023/11/07

Episode 4 of the Ask the Law Firm Seller Show includes 2 segments. In Segment 2, host, Jeremy E. Poock, Esq., presents the following “Poock’s Post:” Why Growing Law Firms Need to Invest Money & Time Post-Sale. As Poock explains, Growing Law Firms need to invest time and money post-sale because the benefits of a “Listening Tour,” followed by adapting and adopting, leads to Senior Attorneys and lawyers at a Growing Law Firm (1) Working together; and (2) Benefiting from the “Trust Transfer” of

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26:45

Q&A Segment of Episode 4 of “The Ask the Law Firm...

Senior Attorney Match Podcast ·

2023/11/02

Episode 4 of the Ask the Law Firm Seller Show includes 2 segments. In Segment 1., host, Jeremy E. Poock, Esq., answers the following 6 questions: (1) How long does it to sell a law firm? (2) What Are the Payment Terms in Law Firm Sales? (3) What Are the Expectations of a Seller Post-Sale? (4) What Are Examples of Post-Sale Headaches That a Buyer and Seller Should Know in Advance? (5) What is the ROI on a Law Firm's Value by Introducing a Trade Name? and (6) If I was going to buy a law firm, I would

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33:10

Episode 4 of “The Ask the Law Firm Seller Show”

Senior Attorney Match Podcast ·

2023/10/24

Episode 4 of the Ask the Law Firm Seller Show includes 2 segments. In Segment 1, host, Jeremy E. Poock, Esq., answers the following 6 questions: (1) How long does it to sell a law firm? (2) What Are the Payment Terms in Law Firm Sales? (3) What Are the Expectations of a Seller Post-Sale? (4) What Are Examples of Post-Sale Headaches That a Buyer and Seller Should Know in Advance? (5) What is the ROI on a Law Firm's Value by Introducing a Trade Name? and (6) If I was going to buy a law firm, I would

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09:55

Poock’s Post Segment of Episode 3 of “The Ask the Law...

Senior Attorney Match Podcast ·

2023/10/10

Episode 3 of the Ask the Law Firm Seller Show includes 3 segments. In Segment 3, host, Jeremy E. Poock, Esq., presents the following “Poock’s Post:” When is the Right Time to Sell a Law Practice? Poock points out the following indicators for when attorneys should know that now is the right time to sell: (1) Upon realizing that a would-be Internal Successor is really not ever going to purchase your law firm; (2) Recognizing that Growth by Acquisition has arrived to the legal industry; (3) Personal

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08:18

Guest Appearance Segment of Episode 3 of “The Ask the...

Senior Attorney Match Podcast ·

2023/10/03

Episode 3 of the Ask the Law Firm Seller Show includes 3 segments. In Segment 2, host, Jeremy E. Poock, Esq., welcomes Attorney Steve Horenstein of Schwabe, Williamson & Wyatt to discuss his experience after joining Schwabe in May 2022. During their conversation, Steve explains why he chose to merge Horenstein Law Group (HLG) with a regional law firm; the Synergy Value that HLG presented to Schwabe; and insights about transitioning HLG into Schwabe.

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17:04

Q&A Segment of Episode 3 of “The Ask the Law Firm...

Senior Attorney Match Podcast ·

2023/09/26

Episode 3 of the Ask the Law Firm Seller Show includes 3 segments. In Segment 1., host, Jeremy E. Poock, Esq., answers the following 3 questions: (1) How do I best prepare my law practice for sale? (2) If a Personal Injury Law Firm would not receive upfront money upon a sale, why not sell via a generous fee split upon the Seller’s open cases to another PI attorney? and (3) How often and under what circumstances will law firm sales generate an upfront payment?

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35:02

Episode 3 of “The Ask the Law Firm Seller Show”

Senior Attorney Match Podcast ·

2023/09/19

Episode 3 of the Ask the Law Firm Seller Show includes 3 segments. In Segment 1, host, Jeremy E. Poock, Esq., answers the following 3 questions: (1) How do I best prepare my law practice for sale? (2) If a Personal Injury Law Firm would not receive upfront money upon a sale, why not sell via a generous fee split upon the Seller’s open cases to another PI attorney? and (3) How often and under what circumstances will law firm sales generate an upfront payment? In Segment 2, Poock welcomes Attorney

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