SBA loans have become a popular tool for financing the acquisition of small and mid-sized estate planning firms. Their appeal lies in the ability to secure favorable terms—such as 10–25 year amortization schedules and down payments as low as 10%—which allow more buyers to enter the market and more sellers to achieve clean exits. ForContinue reading “Deal Structuring and SBA Financing for Estate Planning Practice Sales: Part 4 of 6”
Tag Archives: epicpeergroup
The Power of Core Values in Estate Planning Law Firms
Start by defining your core values and then commit to integrating them into everything you do. It’s one of the simplest ways to boost morale, increase accountability, and move your firm forward with clarity and purpose.
Virtual Peer Group Simulation on 1.21.25: Pre-Register Now!
🚨 Only 10 Spots Available! 🚨 Are you ready to elevate your estate planning law firm? Our limited EPiC Peer Group Simulation is back, but with only 10 spots available, this will sell out fast! 🚀 Why Attend? ✅ Collaborate with high-performing law firm owners✅ Get strategies that increase revenue and efficiency✅ Walk away withContinue reading “Virtual Peer Group Simulation on 1.21.25: Pre-Register Now!”
Virtual Peer Group Simulation on 10.22.24: Pre-Register Now!
🚨 Only 10 Spots Available! 🚨 Are you ready to elevate your estate planning law firm? Our limited EPiC Peer Group Simulation is back, but with only 10 spots available, this will sell out fast! 🚀 Why Attend? ✅ Collaborate with high-performing law firm owners✅ Get strategies that increase revenue and efficiency✅ Walk away withContinue reading “Virtual Peer Group Simulation on 10.22.24: Pre-Register Now!”
Peer Group Simulation—Second Date Added: March 28
Due to the strong response we received to our Peer Group Simulation on March 21, we have closed registration for that session and added a second date the following week! We are accepting a limited number of participants to our second Simulation, to be held 10 a.m.-4 p.m. on Tuesday, March 28, 2023. Nathan W. NelsonContinue reading “Peer Group Simulation—Second Date Added: March 28”