Oct 
2nd
–
4th
Live Stream with Sam Jacobs
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8:00 PM

Problem Solving

Introductions + group problem solving with your peers. Come ready with a top of mind challenge. Turn your biggest challenges into questions for our guest speaker.

00:00 AM

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R. Harrison

CEO Barkbook

R. Harrison

CEO Barkbook

R. Harrison

CEO Barkbook

R. Harrison

CEO Barkbook

David Doe

Designer - Redshoe

Schedule
Special Offer
Sponsors
Oct 
02
  - 
Oct 
04
Practice42's The Essential Playbook for Selling Your Law Practice

You won't want to miss Audrey Ehrhardt's BRAND NEW Live Event (live from your computer)! Brought to you through Practice42, her goal is to provide you with the education you need to guide the future of the law firm you have spent a lifetime building.


Audrey will walk you through the goals and challenges that emerge when you want to sell your law practice as well as providing you with a step-by-step guide for success you can use as you work through the process.  As a veteran attorney, executive coach, and certified behavior consultant, she is bringing to you Case Studies, trial and error (with candid success and failure rates), a real look at what purchasers want, and more to this one day Practice42 Pop-Up Event.


Whether your are planning to sell your practice, purchase one, or are simply testing the waters, she will show you what it takes to actually reach the success you want.


Are you ready for a Working Succession Plan that can work for you to realistically reach your goals? Have you already started one (or are you in one?) but questioning how effective yours is? Questioning how you could make it better? Looking to buy a firm but not sure what to look for? 

 

If you have these questions (or more!), then you won’t want to miss the upcoming Practice42 Live Event!


Ready to learn the details on this conference?  Just keep reading right here to get the important details or just click below to register!

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"

 ... What I like best, however, are the new clients I am getting because of them (Practice42)! In fact, last year after using Audrey for both coaching and marketing, my law firm grew by 30% gross.

pATRICK R.

"

Highly recommend!! Every time I have a question, Audrey has the answer!

Chelsea D.

"

Audrey is a highly organized, and highly effective, tornado of f+&*ing pixie dust.

If you know her, then you know. 

Twyla S.

"Highly recommend!! Every time I have a question, Audrey has the answer!"

Chelsea

Splash

FLORIDA

"Audrey is a highly organized, and high effective, tornado of f+&*ing pixie dust. If you know her, then you know. ”

Twyla S.

Splash

FLORIDA

Practice42's The Essential Playbook for Selling Your Law Practice
Ticket Sales Are Closed
Text goes here
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You won't want to miss Audrey Ehrhardt's BRAND NEW Live Event (live from your computer)! Brought to you through Practice42, her goal is to provide you with the education you need to guide the future of the law firm you have spent a lifetime building.


Audrey will walk you through the goals and challenges that emerge when you want to sell your law practice as well as providing you with a step-by-step guide for success you can use as you work through the process.  As a veteran attorney, executive coach, and certified behavior consultant, she is bringing to you Case Studies, trial and error (with candid success and failure rates), a real look at what purchasers want, and more to this one day Practice42 Pop-Up Event.


Whether your are planning to sell your practice, purchase one, or are simply testing the waters, she will show you what it takes to actually reach the success you want.


Are you ready for a Working Succession Plan that can work for you to realistically reach your goals? Have you already started one (or are you in one?) but questioning how effective yours is? Questioning how you could make it better? Looking to buy a firm but not sure what to look for? 

 

If you have these questions (or more!), then you won’t want to miss the upcoming Practice42 Live Event!


Ready to learn the details on this conference?  Just keep reading right here to get the important details or just click below to register!

ONE DAY Agenda

8:30 am - 9:00 Am 

Registration

Join us early to get set up and log in to the conference before it gets started!

9:00 Am - 10:00 am

Developing Your Plan for Succession Success and Auditing Your Existing Practice

Succession planning is not a step to take in your practice without thorough planning. Instead, it should be entered into both thoughtfully and carefully, with an eye both on your current practice needs and the goals for your succession planning. Key components in developing your plan for succession, which we will discuss during this presenter hour, include an assessment of your goals, your timeline, your requirements and objectives, balanced with a candid 10 point audit of your existing practice. This presentation will lay the foundation for this course and provide a path for the future.

10:00 am - 10:45 am 

Structuring for Law Practice Sale (While Still Actively Practicing)

At some point, there will come a time when you can no longer practice. Whether it is by choice with a plan in place or through some form of life event that renders you unable to practice, the time will come. The secret to the success in most firms is to have a plan in place and actively implement it on a daily basis. This way, when the time comes, you will be prepared for the transition. Further, you will be prepared for a catastrophe and not leave your practice, and your family, in an extremely vulnerable position. But, how do you do this while actively practicing? Do not miss this key discussion.

11:00 am - 11:45 am 

Best Practices for Valuation, Audits, and Working with Experts

How do you value the business you love? The law firm you have put your heart and soul into for the majority of the years of your life? How do you know if you are getting “taken down the river” or “being sold a bill of goods”? How do you know that the experts you work with will not price you out of the market? What is the actual value of your firm, to you? Do not miss the candid discussion on getting the right expert(s) to help you need in your firm.

11:45 AM - 12:30 pm

Lunch Break!

Take a minute and grab some food before we jump back in!

12:30 pm - 1:30 pm

Organization Tools and the Structuring You Needed When You Started Your Practice

Have you ever bought anything that didn’t exist? No, right? You want to buy something tangible. Something you can touch, taste, feel, and experience. You probably also want something that already comes with batteries included, as opposed to hunting for them for hours. Think of your practice like this. How can you sell it if you cannot clearly demonstrate value? How can you sell it if you can’t demonstrate a proven solution for how the sauce is made? The simple truth is that it’s not easy to sell a mess. Let us show you the organization tools and structure you need to sell your practice.

1:30 - 2:15 PM

The Associate Dilemma and Identifying Potential Buyers for Your Practice

Who will you sell your practice to? Where will you sell it? Should you use a law practice broker or not? Is there a risk to selling your firm to an out of state attorney? Better yet, can you create a culture where you hire associates that you can mold into your future senior partners without the risk of them leaving you? Where do you start? How do you structure this process? Don’t miss this key discussion for the future of your practice.

2:30 - 3:15 pM

Early, Later, and Immediate Strategies for 4 Sides of Retention in Transfer: Support Staff, Clients, Professional Network, and Your Digital Brand

There are key moments during your process to sell your firm and little is more important than making sure you master all three sides of retention well in hand. Your Support Staff. Your Clients. Your Professional Network. Your Digital Brand. Your purchaser wants these things from you. Do you, however, wish to relinquish your relationship, as well as control over, each piece. These are four parts of your practice that need to be carefully managed through strategies you have selected early on that cover the journey to sale in your practice.

3:15 - 4:15 PM

10 Key Considerations for Structuring Your Contract and Payment Options with Tax Consideration

If the decision to sell your practice is the first step, then compensation and value are a quick second. There is no one way to sell a practice. Your circumstances will not exactly match those of your colleagues. The journey is different for everyone. There are, however, key contract provisions you need to protect yourself. There are also key tax considerations that you need to consider and understand as a result of the proceeds that are generated through this process. Do not miss this opportunity to dive into the information you need on this topic.


4:15 - 5:00 PM

Best Practices for Putting Your Plan in Place and Action Steps to Implement Each Year

A plan is just an idea without implementation. Join us for this final hour as we wrap up this day of education and share with you key best practices tips on achieving your goals for the future.

Practice42's The Essential Playbook for Selling Your Law Practice
Ticket Sales Are Closed
Text goes here
X

You won't want to miss Audrey Ehrhardt's BRAND NEW Live Event (live from your computer)! Brought to you through Practice42, her goal is to provide you with the education you need to guide the future of the law firm you have spent a lifetime building.


Audrey will walk you through the goals and challenges that emerge when you want to sell your law practice as well as providing you with a step-by-step guide for success you can use as you work through the process.  As a veteran attorney, executive coach, and certified behavior consultant, she is bringing to you Case Studies, trial and error (with candid success and failure rates), a real look at what purchasers want, and more to this one day Practice42 Pop-Up Event.


Whether your are planning to sell your practice, purchase one, or are simply testing the waters, she will show you what it takes to actually reach the success you want.


Are you ready for a Working Succession Plan that can work for you to realistically reach your goals? Have you already started one (or are you in one?) but questioning how effective yours is? Questioning how you could make it better? Looking to buy a firm but not sure what to look for? 

 

If you have these questions (or more!), then you won’t want to miss the upcoming Practice42 Live Event!


Ready to learn the details on this conference?  Just keep reading right here to get the important details or just click below to register!

Practice42's The Essential Playbook for Selling Your Law Practice
Ticket Sales Are Closed
Text goes here
X

You won't want to miss Audrey Ehrhardt's BRAND NEW Live Event (live from your computer)! Brought to you through Practice42, her goal is to provide you with the education you need to guide the future of the law firm you have spent a lifetime building.


Audrey will walk you through the goals and challenges that emerge when you want to sell your law practice as well as providing you with a step-by-step guide for success you can use as you work through the process.  As a veteran attorney, executive coach, and certified behavior consultant, she is bringing to you Case Studies, trial and error (with candid success and failure rates), a real look at what purchasers want, and more to this one day Practice42 Pop-Up Event.


Whether your are planning to sell your practice, purchase one, or are simply testing the waters, she will show you what it takes to actually reach the success you want.


Are you ready for a Working Succession Plan that can work for you to realistically reach your goals? Have you already started one (or are you in one?) but questioning how effective yours is? Questioning how you could make it better? Looking to buy a firm but not sure what to look for? 

 

If you have these questions (or more!), then you won’t want to miss the upcoming Practice42 Live Event!


Ready to learn the details on this conference?  Just keep reading right here to get the important details or just click below to register!

join us in nashville!


Don't wait to take a detailed look at our event and sign up for this Practice42 Live Event.

Will you join us for 2 days? Or all 3 days? You won't want to miss Practice42’s Live Event in Nashville! This event is a practice management must-have to raise your revenue, give a boost to your ongoing success, and strengthen your estate planning and elder law foundation for the future of your law practice.

 

On Days 1 and 2, you want to be in the room as attorneys Donna Wilson and Audrey Ehrhardt dive deep into The Client Maintenance Plan training you need in your law practice. Taught from both the perspective of the estate planning attorney and elder law attorney, this is a deep dive into the Client Maintenance Program you need in your firm. Whether you will be adding this program for the first time, already have an existing program in your law firm and are looking for a refresher with new ideas, or are ready for Round 2 as a previous attendee of this educational conference, don’t wait to register now!


On Day 3, join Audrey Ehrhardt and Hollie Lockwood as they take you through the ins-and-outs of Practice42’s Legacy Probate and Trust Administration School. This is a standalone program, but you may combine it with the Client Maintenance Plan training or simply come for Day 3’s education.


From intake through closure, our presenters will walk you through the effective processes that generate consistent revenue, effective use of your practice management software, and client satisfaction for both probate and trust administration. You won’t want to miss the marketing and referral partner training they will be sharing with this group. Plus, Donna Wilson will rejoin them for a special session on how to weave your Legacy Trust Administration process into your Client Maintenance Plan to reach the children of your members.



Ready to take a look at the full agenda? Let’s go!


Day 1 

the client maintenance pl

- Understanding the Estate Planning and Elder Law Client Maintenance Plan

- Topic

- Topic

day 2

The CLIENT MAINTEANNCE PROGRAM

-TOPIC

TOPICS

DAY 3

the legacy probate & trust administration program

-TOPIC



WARRIOR SPIRIT

Exclusive Offer for you!

We are offering an exclusive opportunity for the FIRST 15 ATTENDEES to sign up for both of our next two upcoming Practice42 Live Events.

 

For the FIRST 15 attendees to sign up, you will receive a FREE TWO NIGHT STAY at the hotel for our February 2020 conference on Walt Disney World property in Orlando, Florida.


What events are included in this exclusive opportunity?

 

Your registration for both of Practice42’s Upcoming Live Events. This means our 2nd Annual Client Maintenance Program with our Legacy Probate & Trust Administration School in Nashville, Tennessee (you choose whether you want 2 or 3 days of education, (as both are included) and October 2 - 4, 2019, AND Practice42’s Third Annual Marketing Bootcamp on February 27-29, 2020, in Orlando, Florida.

 

Bear in mind, space will fill up! Remember, if you take advantage of this opportunity before August 1, 2019, not only do you get 25% off tuition, you also receive two free nights in the hotel at our Orlando event if you are in the first 15 attendees to register.


Bear in mind, this is per attendee, not per firm! If you need firm pricing, do not wait to contact us at 850-933-5072.

yes, i want this offer. register me now!
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MEET OUR SPEAKERS FOR PRACTICE42'S POP UP EVENT

AUDREY EHRHARDT, ESQ., CBC

PRACTICE42 CEO AND FOUNDER

WITH SPECIAL GUESTS PRESENTERS

DONNA WILSON, ESQ.

WILSON LAW PLC

PATRICK J. ROTH, CPA, ESQ.

ROTH ELDER LAW

JULIA S. GAY, MLS

PRACTICE42

CELIA CASSELS

PRACTICE42

Speaker Block #2

DONNA WILSON, ESQ.

WILSON LAW PLC

PATRICK J. ROTH, ESQ,, CPA

ROTH ELDER LAW

CELIA CASSELS

PRACTICE42 SOFTWARE ADVISOR

"

I often find myself asking Audrey how she knows what she does (she usually shrugs) but that’s the thing she’s always looking for solutions.There may be 100 answers to your question but she’s going to find the right one for you. She loves a challenge. I learn more from her in our monthly meetings than I would spending hours searching on my own.

JEAN Y.

"

Running a law firm presents unique challenges that change every day. I have worked with Audrey for years, she has a unique business where she helps address the actual challenges a law firm faces rather than offering a one size fits all solution. She has assisted us with our marketing, staffing, and operations development so I can go on vacation

and not worry about the growth or operation of my firm. I highly recommended that any lawyer looking to grow their firm and have more free time talk to Audrey Ehrhardt.


William N.

Day 2 Agenda

PROBATE & TRUST ADMINISTRATION SCHOOL

8:30 am - 9:00 am 

Registration and Getting Set Up for Your Day!

Description Coming Soon!

9:00 am - 10:00 am

Understanding Probate in Your Law Practice and Building a Foundation for Success

Description Coming Soon!

10:00 am - 10:50 am 

Developing Your Trust Administration Practice and Generating Legacy Work

Description Coming Soon!

11:05 am - 12:00 pm 

Mastering Key Issues with Probate Court, Creditors, Beneficiaries, and Taxes

Description Coming Soon!

12:00 pm - 12:45 pm

Working Lunch with Our Sponsor!

Description Coming Soon!

1:00 pm - 2:00 pm

Creating Your Probate and Trust Administration Workflow in Your Law Firm

Description Coming Soon!

2:00 - 3:00 PM

Effective Automation for Your Probate and Trust Administration Workflow


Description Coming Soon!

3:15 - 4:00 PM

Critical Automation Best Practice Tips and Training for Your Probate and/or Trust Administration Employees

Description Coming Soon!

4:00 - 5:00 PM

Troubleshooting Practice Area Issues and Creating the Foundation for a Legacy Practice in Your Law Firm

Description Coming Soon!

"

We have worked with Audrey for well over a year. Her expertise has helped take our firm to the next level.

#invaluable

AMY M.

Meet Your 6 Expert Speakers Who Will Be Speaking Throughout The Conference

AUDREY EHRHARDT

CEO PRACTICE42

GREGORY GAY

GREGORY G. GAY PA

DONNA WILSON

WILSON LAW PLC


EMMA HEMNESS

HEMNESS FALLER

AMY MCGARRY

THE LAW OFFICE OF AMY MCGARRY

PATRICK ROTH

ROTH ELDER LAW

“Again Practice42 out did itself! Another great conference. We are excited to take what we learned and start the maintenance plan in our office. Donna and Audrey have given us tools to make this plan work!”

Amy M. 

Splash

CAPE CORAL, FLORIDA

Day 3 Agenda

THE advanced CLIENT MAINTENANCE PLAN course

8:30 am - 9:00 am 

Registration and Getting Set Up for Your Day!

Description Coming Soon!

9:00 am - 10:00 am

Building an Automated Client Maintenance Program in Your Law Practice and The One Year Client Maintenance Plan Guide

Description Coming Soon!

10:00 am - 10:45 am 

Automating Your One Year Maintenance Plan Playbook (with a Hands-On, Training Demonstration)

Description Coming Soon!

11:00 - 12:00 PM

Automating Your One Year Maintenance Plan Playbook (with a Hands-On, Training Demonstration)

Description Coming Soon!

12:00 pm - 12:45 pm

Working Lunch with Our Sponsor!

Description Coming Soon!

1:00 pm - 2:00 pm 

Practice42 Tactics for Success: Scheduling

Description Coming Soon!

2:00 pm - 2:45 pm

Practice42 Tactics for Success: Employee Training

Description Coming Soon!

3:00 PM - 4:00 PM

Practice42 Tactics for Success: Communication

Description Coming Soon!

"Audrey and Donna did a great job of presenting this information in a very user-friendly way.... I especially appreciated the transparency about pitfalls and problems that could arise. This isn't really a project you can launch and then set it aside, so the total transparency on how NOT to mess it up was really helpful. I'm excited to get started planning and grateful to have had two instructors who genuinely care about my success!"

Amy P.

Splash

WINTER HAVEN, FLORIDA

".... What I like best, however, are the new clients I am getting because of them (Practice42)! In fact, last year using Audrey for both coaching and marketing my law firm grew by 30% gross."

Patrick R.

Corning, New York

CORNING, NEW YORK

“Legacy is not leaving something for people. It’s leaving something in people.”

Peter Strople

Attendees

Don't Wait to Grab This Deal!

You won't want to miss Audrey Ehrhardt's BRAND NEW Live Event (live from your computer)! Brought to you through Practice42, her goal is to provide you with the education you need to guide the future of the law firm you have spent a lifetime building.


Audrey will walk you through the goals and challenges that emerge when you want to sell your law practice as well as providing you with a step-by-step guide for success you can use as you work through the process.  As a veteran attorney, executive coach, and certified behavior consultant, she is bringing to you Case Studies, trial and error (with candid success and failure rates), a real look at what purchasers want, and more to this one day Practice42 Pop-Up Event.


Whether your are planning to sell your practice, purchase one, or are simply testing the waters, she will show you what it takes to actually reach the success you want.


Are you ready for a Working Succession Plan that can work for you to realistically reach your goals? Have you already started one (or are you in one?) but questioning how effective yours is? Questioning how you could make it better? Looking to buy a firm but not sure what to look for? 

 

If you have these questions (or more!), then you won’t want to miss the upcoming Practice42 Live Event!


Ready to learn the details on this conference?  Just keep reading right here to get the important details or just click below to register!

Thank You to Our Sponsors

Practice42 Disclaimer

This course intended only for practicing attorneys and their support staff. Practice42 reserves the exclusive right to cancel or refund any ticket to any attendee at any time, in its sole discretion. If you have questions regarding this policy, please contact us before you register by calling 850-933-5072.

Clear your calendar - It's going down! You're invited to take part in the festivities. Come one, come all, bring a guest, and hang loose. This is going to be epic!

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