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: estateplanninglaw
Making Your Estate Planning Firm Independent of You: Part 2 of 6
A critical step in preparing an estate planning firm for sale is reducing its reliance on the founding attorney. Many estate planners serve as the primary rainmaker, decision-maker and client advisor. While this builds trust with clients, it presents challenges when the time comes to transition ownership. To make a practice more attractive, owners mustContinue reading “Making Your Estate Planning Firm Independent of You: Part 2 of 6”
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”
The 4 Stages of Maturity of an Estate Planning Law Firm
From my years of being involved with estate and business law firms, I have concluded that there are 4 stages of maturity for any estate and business law firm: Launch – The issues associated with the launching of a solo practice include determinations relating to location, niche, equipment and initial staffing. The peer group solutionContinue reading “The 4 Stages of Maturity of an Estate Planning Law Firm”