Transition Point Law

Established Attorneys

Transition Point Law…it says it right in the name.

For Established Attorneys Seeking a Strategic Transition—When Traditional Options Aren't Available

The legal profession is experiencing unprecedented change. While other professional services have seen significant outside investment and acquisition opportunities to support this change, attorneys remain restricted by ABA Model Rule 5.4. Transition Point Law offers established attorneys like you a dignified, profitable path to harvest a retirement nest egg for your life’s work in this restrictive landscape.

The Reality Many Attorneys Face Today…AI is Changing the Industry

Your decades of expertise built a valuable book of business.

However, AI technology is rapidly transforming legal practice economics. This is a today problem, not a tomorrow problem. Those who don’t adopt AI in their practice will soon be priced out of the market for many services. As such, your practice value could diminish unless you get smart on these new tools or look for a strategic transition to tech-forward attorneys.

Even worse, your options to sell your practice may be very limited:

  • Your firm’s retirement economics are not attractive.

  • Unlike CPAs, dentists, or veterinarians, attorneys cannot sell practices to non-lawyers

  • ABA Model Rule 5.4 severely restricts your options for monetizing your life’s work

The Transition Point Partnership Advantage

We have studied this problem in our industry and aim to solve it. Join our firm as a partner and transform these restrictions into opportunity. Our attorney-to-attorney transition model allows you to:

Monetize Your Practice When Traditional Sales Aren’t Possible
While regulations prevent selling to non-lawyers or outside investors, our partnership model creates a compliant path to capture the full value of your client relationships and professional goodwill.

Transition to Those Embracing—Not Fighting—Technology
Our attorneys trained at some of the best firms in the country and are leaning into AI-enabled practice, ensuring your clients receive cutting-edge service while preserving the personal relationships you’ve built.

Maintain Client Relationships
A long term transition of your clients is vital to continued success. Continue serving clients alongside our tech-forward attorneys who will gradually assume more responsibility as you ease into retirement.

Focus On What You Love About Law
Delegate technology adaptation and administrative burdens while you concentrate on client relationships and mentorship.

Create A Customized Exit Timeline
Whether you’re looking at >1, 2, or 3+ years, we’ll develop a transition plan that meets your personal and financial goals.

Our Process: Simple, Respectful, Profitable

  1. Initial consultation to understand your practice and goals

  2. Introduce you to our attorneys in your practice area

  3. Join Transition Point as a partner with a clear agreement

  4. Systematic onboarding of your clients to our systems

  5. Collaborative work with our attorneys to ensure client satisfaction

  6. Gradual transition of relationships while you receive ongoing compensation

  7. Structured economic arrangement that maximizes the value of your life’s work

Why Choose Transition Point Law?

Simply put, our process is bespoke. Unlike traditional succession plans or firm mergers, our model was specifically designed to purposely pair aging attorneys with an established book of business with hyper-talented, tech forward attorneys looking to continue to expand their book of business for the next 20 years. All while keeping you economically incentivized. While private equity firms are rapidly acquiring CPA firms, wealth management groups, dentists, and other professional services, Transition Point is offering an exit specifically tailored to the legal profession.

Ready to Secure Your Legacy?

Schedule a confidential conversation with our managing partner to discuss how we can help you continue to monetize your practice well into retirement.