Hiring a team does not automatically make you a leader. Many law firm owners believe they have stepped into the role of CEO because they have hired more people. They have assistants, paralegals, associates, client service support and administrators. The headcount has changed, but the operational structure has not. The owner is still driving nearlyContinue reading “7 Signs You’re Still Operating as an Individual Contributor, Even If You Have a Team”
Tag Archives: peergroup
Deal Structuring and SBA Financing for Estate Planning Practice Sales: Part 4 of 6
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”
Understanding Buyer and Seller Motivation in Estate Planning Practices: Part 1 of 6
In the estate planning field, transitions in ownership are deeply personal and often triggered by changes in lifestyle, health or long-term vision. Many practitioners reach a point where the idea of retirement, relocation or reducing hours becomes more appealing than day-to-day operations. But the truth is, these decisions should not be driven by momentary burnout.Continue reading “Understanding Buyer and Seller Motivation in Estate Planning Practices: Part 1 of 6”
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”
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”
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”