This CLE is designed specifically for solo and small firm attorneys approaching retirement or planning their next chapter. We’ll walk through real-world stories, a proven framework, and practical tools that help lawyers unlock recurring income, preserve client relationships, and exit on their own terms. Key takeaways include:
- The 6 primary ways to transition out of legal practice
- How to create a recurring revenue stream post-retirement
- Building an effective succession plan
- Ethical and logistical considerations
- Ohio Rule of Professional Conduct Rule 1.17
- Deal structures, valuation, and client transition strategies
Presenter:
Alex Gertsburg, Esq.
Mr. Gertsburg has been a practicing attorney for over twenty years. His early career was spent with two large regional business law firms, where he represented private and publicly- traded companies and non-profit organizations of all sizes, as well as their owners. In courtrooms and before arbitration panels across the country, he litigated the entire spectrum of business disputes: commercial and contract, real estate, shareholder and partnership, broker-dealer, employment, unfair competition, and many others.
In 2003, Mr. Gertsburg proudly served in Iraq with the 762d Army Transportation Company. He deployed with his unit for a year, serving as a platoon leader and convoy commander before demobilizing from active duty in 2004 and returning to the practice of law. By that time, Mr. Gertsburg had trained and served in reserve and active-duty roles with the Army for ten years.
In 2006, Mr. Gertsburg became the first General Counsel for Broadvox, a large telecommunications company. For the next ten years, Mr. Gertsburg served as its GC and Corporate Secretary, as well as an EVP and head of its human resources department. He led the company’s legal department through numerous and varied legal and strategic matters, including corporate restructurings; real estate and M&A transactions; employment matters and litigation management, among others.
In 2012, Mr. Gertsburg formed the Gertsburg Law Firm, and today he is the CEO of CoverMySix and managing partner of Gertsburg Licata Co., LPA, a full-service global business law firm headquartered in Cleveland, Ohio. He is also the co-author of The Lawsuit Free Company.
Outside of law, Mr. Gertsburg enjoys his family, traveling, mentoring entrepreneurs, hiking, history and his Harley V-Rod.
1.50 CLE hours including .50 Professional Conduct