INSTANT DOWNLOAD: “Developing Your Exit Strategy: How to Get Your Practice Ready for Sale, Get the Most For It, and Retire Someday”

Will You Be Able to Sell Your Practice
for What It’s Really Worth
—and Retire on Your Terms?

If you think you already have a plan, think again.

There are hidden pitfalls even the savviest attorneys miss—and the consequences can be costly.

As an estate planning attorney, you’re likely consumed with the day-to-day: serving clients, managing documents, fielding emails, handling staff, and keeping your practice running. But here’s the truth:

Most estate planning attorneys don’t have a solid exit plan—and when the time comes, they leave money on the table… or worse, walk away with nothing.

Now is the time to ask yourself:

• Will you get the value your years of hard work deserve?

• Will your legacy continue—or will it vanish overnight?

• Do you know the critical steps that could make (or break) the sale?

Discover What It Really Takes to Sell Your Practice Successfully

Join nationally recognized estate planning attorney and President of The Ultimate Estate Planner, Inc., Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law, for an eye-opening presentation entitled, “Developing Your Exit Strategy: How to Get Your Practice Ready for Sale, Get the Most For It, and Retire Someday”.

With over 40 years of experience buying, selling, and running successful practices, Phil shares hard-earned lessons (including mistakes to avoid), practical strategies, and a step-by-step checklist you can start implementing today—even if retirement feels years away.

In just 100 minutes, you’ll learn:

✅ The 7 Core Strategies to successfully sell your practice (missing even one could jeopardize everything!)
✅ What savvy buyers are really looking for—and how to prepare your practice accordingly
✅ How to maximize your valuation and make your firm more attractive starting right now
✅ The top mistakes that kill deals—before they even get off the ground
✅ Who your ideal buyer really is (insider? outsider? both?)
✅ How to market your practice smartly—and avoid the one method that almost always fails
✅ How to properly determine price (hint: it’s not a one-size-fits-all formula)
✅ When to talk numbers with a buyer—and when NOT to
✅ How to handle due diligence like a pro and avoid last-minute deal breakers
✅ Critical contract terms most lawyers overlook in sales agreements
✅ Post-sale steps you must take to ensure you actually get paid!

Your Purchase Includes:

• Instant access to the video and audio presentation

• Downloadable PDF handout materials

• Optional transcript add-on available for easy reference

Stop leaving your future to chance. Whether you’re planning to exit in 2 years or 10, the time to prepare is now. This session could mean the difference between walking away with peace of mind—or regret.

LOOKING TO BUY A PRACTICE?

If you’re looking to purchase a practice (or acquire/merge into one), you might also be interested in the following products:

• INSTANT DOWNLOAD: “How to Successfully Purchase an Estate Planning Practice”
• Properly Merge, Acquire & Sell a Practice Package