Getting to YES: The Right Way to Notify Clients of a Law Firm Sale
Smart Lawyers Position to Transition
Release Date: 06/12/2025
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info_outlineSelling a law firm isn’t just a deal—it’s a delicate transition. In this episode, Victoria Collier reveals why notifying clients the right way can make or break the entire sale. If you're a law firm owner thinking about an exit (or an acquisition), you'll want to hear how to go far beyond the basic ethics requirements to actually retain clients, preserve goodwill, and protect your firm’s value.
Discover how to craft a personal and strategic notification process that builds trust, secures buy-in, and keeps clients from walking out the door.
3 Key Takeaways
1. Why a simple notification letter isn’t enough—and what to do instead.
2. How your client communication strategy directly affects your payout (even post-sale).
3. The surprisingly personal way to turn clients into advocates for your successor.
Victoria Collier is a seasoned attorney, entrepreneur, and expert in law firm sales and valuations. With a background in law and accounting, including her prior military service and CPA training, she brings a unique perspective on the financial intricacies of business valuations. Victoria helps transform law firms into more valuable and sellable businesses, guiding attorneys through life after law.
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