06/01/2026
๐ง๐ต๐ฒ ๐ญ๐ฎ-๐ฆ๐๐ฒ๐ฝ ๐ฃ๐ฟ๐ผ๐ฐ๐ฒ๐๐ ๐๐ผ ๐ฆ๐ฒ๐น๐น ๐ฌ๐ผ๐๐ฟ ๐๐ฎ๐ ๐๐ถ๐ฟ๐บ
Law firm owners who understand every step before they start, consistently outperform those who learn as they go.
๐ฆ๐๐ฒ๐ฝ ๐ญ โ ๐๐ป๐ถ๐๐ถ๐ฎ๐น ๐๐ผ๐ป๐๐๐น๐๐ฎ๐๐ถ๐ผ๐ป: We explain the process in detail, align on goals, timeline, and expectations. You learn your role at every stage and what a successful outcome requires from you and I.
๐ฆ๐๐ฒ๐ฝ ๐ฎ โ ๐ฉ๐ฎ๐น๐๐ฎ๐๐ถ๐ผ๐ป ๐ฎ๐ป๐ฑ ๐ฃ๐ฟ๐ถ๐ฐ๐ฒ ๐ฃ๐ผ๐๐ถ๐๐ถ๐ผ๐ป๐ถ๐ป๐ด: SDE for firms under $1.5Mโ$2M in revenue. EBITDA above that. We evaluate your firm, three years of financials, and comparable transactions. Your market analysis is completed โ we determine a priced to attract serious buyers while protecting your negotiating position.
๐ฆ๐๐ฒ๐ฝ ๐ฏ โ ๐๐ป๐ด๐ฎ๐ด๐ฒ๐บ๐ฒ๐ป๐ ๐๐ด๐ฟ๐ฒ๐ฒ๐บ๐ฒ๐ป๐: You sign the Representation Agreement, and provide an asset list, all leases, and operational information. Your CIM (Confidential Information Memorandum) is completed. We collect your $2500 retainer at this time.
๐ฆ๐๐ฒ๐ฝ ๐ฐ โ ๐ ๐ฎ๐
๐ถ๐บ๐๐บ ๐ฅ๐ฒ๐ฎ๐ฐ๐ต. ๐๐๐น๐น ๐๐ถ๐๐ฐ๐ฟ๐ฒ๐๐ถ๐ผ๐ป: We cast a wide, yet controlled net. Your firm reaches individual attorneys, strategic acquirers, and Private Equity-backed platforms โ while your identity stays fully protected. You approve all materials before release. More buyers means more competition. More competition means a higher sale price.
๐ฆ๐๐ฒ๐ฝ ๐ฑ โ ๐๐๐๐ฒ๐ฟ๐ ๐๐
๐ฝ๐ฟ๐ฒ๐๐ ๐๐ป๐๐ฒ๐ฟ๐ฒ๐๐: Screening begins immediately. Financial capability, background, and intent are verified before your time is ever involved.
๐ฆ๐๐ฒ๐ฝ ๐ฒ โ ๐ก๐๐ ๐๐
๐ฒ๐ฐ๐๐๐ฒ๐ฑ: Before a buyer sees a single number, they sign a legally binding Non-Disclosure Agreement. Nothing moves without it.
๐ฆ๐๐ฒ๐ฝ ๐ณ โ ๐๐๐ ๐ฅ๐ฒ๐น๐ฒ๐ฎ๐๐ฒ๐ฑ: Qualified buyers receive the CIM โ revenue, profitability, operations, staff breakdown, and detailed info on their growth opportunity.
๐ฆ๐๐ฒ๐ฝ ๐ด โ ๐ฆ๐ฒ๐น๐น๐ฒ๐ฟ ๐ฎ๐ป๐ฑ ๐๐๐๐ฒ๐ฟ ๐ ๐ฒ๐ฒ๐: First direct conversation โ video or in person. Questions answered. Chemistry confirmed. NOTE: We provide coaching on how to handle this call to ensure the best outcome without allowing the buyer to overstep.
๐ฆ๐๐ฒ๐ฝ ๐ต โ ๐๐ฒ๐๐๐ฒ๐ฟ ๐ผ๐ณ ๐๐ป๐๐ฒ๐ป๐ ๐ฎ๐ป๐ฑ ๐๐ฒ๐ฝ๐ผ๐๐ถ๐: The buyer submits an LOI covering price, structure, timeline, and all terms. We collect an earnest money deposit of 1% - 2% of the purchase price from the buyer.
๐ฆ๐๐ฒ๐ฝ ๐ญ๐ฌ โ ๐๐ข๐ ๐ก๐ฒ๐ด๐ผ๐๐ถ๐ฎ๐๐ฒ๐ฑ ๐ฎ๐ป๐ฑ ๐๐ฐ๐ฐ๐ฒ๐ฝ๐๐ฒ๐ฑ: This is where you get your attorney involved. Terms are reviewed, countered if needed, and formally accepted.
๐ฆ๐๐ฒ๐ฝ ๐ญ๐ญ โ ๐๐๐ฒ ๐๐ถ๐น๐ถ๐ด๐ฒ๐ป๐ฐ๐ฒ: You receive a list of DD items from the buyer. Buyer verifies financials, leases, contracts, staff, operations, and all other info. Contingencies are addressed and removed one by one.
๐ฆ๐๐ฒ๐ฝ ๐ญ๐ฎ โ ๐๐น๐ผ๐๐ถ๐ป๐ด ๐ฎ๐ป๐ฑ ๐ง๐ฟ๐ฎ๐ป๐๐ถ๐๐ถ๐ผ๐ป: Purchase Agreement signed. Ownership transfers. Funds disbursed. Clients and staff introduced to the new owner.
