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Estate Planning Attorney – Book of Business / Succession Opportunity
Location: Southwest Florida / Florida
Practice Area: Estate Planning, Trusts & Estates, Probate, Tax Planning
Opportunity Type: Succession / Book of Business Transition / Strategic Partnership
Are you an established estate planning attorney considering what comes next for your practice?
We are confidentially representing a highly respected, established Florida estate planning law firm that is interested in connecting with experienced attorneys who may be considering retirement, succession planning, transitioning their client relationships, or selling an established book of business.
This is not a traditional employment opportunity. We are specifically interested in speaking with attorneys who have built a successful practice or portable book of business and want to explore a thoughtful transition that protects their clients, professional reputation, and the value they have created.
Potential Opportunities
Depending on your individual goals, a transaction or relationship could include:
- Sale or transition of an established book of business
- Acquisition of an estate planning practice
- Gradual succession or retirement transition
- Continued involvement during an agreed transition period
- Strategic affiliation with an established estate planning firm
- Opportunity for an attorney with a portable book to join the firm
- Customized financial structure based on the size, quality, and transferability of the practice
Ideal Background
We are interested in confidential conversations with attorneys who:
- Practice primarily in estate planning, wills, trusts, probate, estate administration, or related tax planning
- Have an established client base and meaningful recurring/referral relationships
- Have built a strong reputation within their market
- Are considering retirement, succession, reducing their workload, or transitioning their practice
- Want to ensure their clients continue to receive sophisticated, highly personalized representation
- Value a professional and carefully managed transition rather than simply closing or winding down their practice
Attorneys with an established portable book of business of approximately $500,000+ annually are of particular interest, although larger practices and complete firm-acquisition opportunities are strongly encouraged.
A Confidential, Flexible Process
There is no predetermined transaction structure.
The objective is to understand what you have built, what you want the next chapter to look like, and whether there is a mutually beneficial opportunity.
Transition periods can be structured around the needs of the attorney, clients, and practice. Attorneys who want to remain involved for a period of time following a transaction are encouraged to explore the opportunity.
All inquiries will be handled with strict confidentiality.
If you have spent years building a successful estate planning practice and are beginning to think about succession, retirement, or monetizing the value of your book of business, we would welcome a confidential conversation.
JOB ID: 180048
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Charles Frede