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: estateplanners
Financial Transparency and Performance Metrics for Estate Planning Firms: Part 3 of 6
For estate planning firms, financial health is more than just revenue figures. Buyers assess net profitability, recurring income from trust administration or maintenance plans, and how clearly the books reflect real operations. Clean, well-organized financials provide confidence to buyers, lenders, and brokers alike. To prepare for a sale, owners must produce accurate P&Ls, ideally segmentedContinue reading “Financial Transparency and Performance Metrics for Estate Planning Firms: Part 3 of 6”
Setting Boundaries: A Key Strategy for Achieving Work-Life Balance in Law Firms
In the legal profession, long hours and constant client demands can make it difficult to disconnect. But without clear boundaries, it’s easy for work to spill into every corner of your life—leading to burnout, stress and diminished performance. Why Boundaries Matter More Than Ever Balancing work and personal life isn’t just a luxury, it’s essentialContinue reading “Setting Boundaries: A Key Strategy for Achieving Work-Life Balance in Law Firms”
Communicating Core Values: A Step-by-Step Guide
You’ve defined your core values—great. Now what? Too often, firms treat core values like a checklist item. Define them once, maybe add them to the website, and move on. But values don’t work that way. If they’re not actively communicated and lived out, they fade into the background—fast. So, how do you make sure yourContinue reading “Communicating Core Values: A Step-by-Step Guide”
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”
Peer Group Simulation on Mar. 21
EPiC Peer Group, a peer group program for estate planning law firm owners, will hold a free 1-day peer group simulation so that interested candidates can experience the solution firsthand. We limit participation to make the session manageable and productive. The date of the session is March 21, 10 a.m.-4 p.m. CDT. The session willContinue reading “Peer Group Simulation on Mar. 21”
Q3 Meetings Recap: Success with a Side of Sun, Sea and Big Sky Country
Members of three EPiC peer groups, which convene in person on a quarterly basis, met in August for two days of focused analysis, reflection and brainstorming. Each group worked together to solve problems and better their own—and each others’—practices. We can confidently say that Q3 was a home run, given the average meeting score: 9.26Continue reading “Q3 Meetings Recap: Success with a Side of Sun, Sea and Big Sky Country”
Estate Planning Attorney Peer Group – Free Simulation June 7
EPiC Peer Groups will host a 1-day peer group simulation so that interested candidates can experience the solution firsthand. There is no charge for participating. We limit participation to make the session manageable and productive. The date of the session is Tuesday, June 7, 10 a.m.-4 p.m. CST. The session will be presented via ZoomContinue reading “Estate Planning Attorney Peer Group – Free Simulation June 7”