AILA Succession Planning Live Online Course (Recordings)

AILA Succession Planning Live Online Course (Recordings)

AILA Succession Planning Live Online Course (Recording)
Release Date: 05/02/2024
Format Modules CLE Eligible
Online Course 4 Modules Yes

Recorded May 2024

Thinking of retiring or selling your practice? Join us to explore the essentials of succession planning and how to develop an effective and ethical exit strategy. This course is designed for solo and small-firm immigration attorneys contemplating leaving the practice of law, as well as for potential buyers who want to learn how to assess firm value and fit, afford an acquisition, and merge an acquired practice. It consists of four 90-minute webinars led by immigration attorneys, consultants, and finance specialists with expertise in succession planning. Participants will receive access to the live course, as well as recordings and materials. 

During the course, participants will:

  • Learn about available succession options
  • Develop a deeper understanding of the economics of valuation and making the deal 
  • Gain practical tips for recognizing and resolving common succession issues
  • Complete assignments to create a personalized action plan
  • Build confidence to take the next steps toward succession
  • Connect with course faculty and colleagues during Q&A sessions and on the virtual course discussion board


Session 1 
Understanding Your Options and Preparing for Succession

Creating a succession plan might seem daunting, but separated into its components, it is achievable. Learn about the available options and key considerations for developing your plan, including setting a realistic timeline, planning for the unexpected, and thinking about your role post-sale.

Session 2
Valuation and Preparing for Sale

Get the full picture of how immigration firms are valued—whether business, family, humanitarian, or some combination—and learn how to maximize that value potential. We will outline the actions you can take to prepare for a smooth financial and organizational transition and provide a valuation template that you can follow to get started.   

Session 3
Financial Considerations and How to Structure the Deal 

Money matters. What are the ways to structure a sale or buyout to best benefit both the retiring and assuming lawyers? Learn about the elements of a sound deal, including negotiations, purchase price, payment terms, and the obligations of buyers and sellers. Financial experts will review how to avoid common pitfalls, maximize value, and structure a win-win deal.

Session 4
Making the Purchase and Sale Work

You have the main parties and the plan in place. Now, how do you make the deal work? We will discuss the practical components that lead to a smooth transition, including drafting deal memoranda and how to handle implementation. Learn how to address potential roadblocks and navigate difficult conversations with stakeholders while keeping your deal intact.


This product contains online content available through our online learning platform,, for one year from the date of purchase.

Refund Policy: All online content purchases are final. They are not eligible for return/refund.

AILA has filed for CLE credits in appropriate jurisdictions. Eligible participants can receive up to 7 total credits in 50-minute jurisdictions and up to 6 total credits in 60-minute jurisdictions. To receive CLE credit, attorneys must record their attendance using the CLE code provided at the end of the program via webCLE.