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Is now the time to sell your law firm?

Work with Dan Warburton to invest in or acquire your law firm for agreeable financial figures, exit your firm in a way that feels right for you and provide compassionate succession for your team.

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The initial process when working with Dan and his team

Take the first steps towards the future you deserve.

Dan and his team are here to help you discover the best future for you, your law firm and your team members.

Lawyer in video consultation with Dan Warburton
Step One

NDA & Initial consultation

Click the book a call button below to schedule a video call with Dan at a time that works for you. Before this, signing a non-disclosure agreement will be welcomed. On the call, Dan will be delighted to listen, provide insights and see if your law firm is one he and his team are interested in acquiring.

Lawyers working over accounts
Step Two

Studying the numbers

If you and Dan sense your law firm could be right for us to invest in or acquire, we may request that you get your firm valued by an independent party. Next, we will request more information about your firm’s operations and financial numbers, and if the deal is right, he’ll work with you to agree on the financial figures and some basic terms.

Lawyers shaking hands over the boardroom table
Step Three

Planning the acquisition

Once the fundamentals of the acquisition are agreed upon, sales and purchase agreements can be signed, and our due diligence process can commence. Then, while maintaining complete discretion, we can plan out the steps to achieve the best possible outcome for you, your team members, and your clients.

"
Apart from improving virtually every area of my life the biggest result I got from Dan’s coaching was selling my business for the sum of money I always wanted, which I had tried to achieve for several years before"
Lana Sheppard
Lana Sheppard
CEO of 25 person accountancy firm
After we acquire your firm, what is Dan and his team's aim?

Sell your firm while providing compassionate succession.

Dan and his team specialise in raising equity and capital to invest in or acquire your law firm. We can also step into core leadership and management roles to relieve you of operational burden and steer your firm forward compassionately for everyone involved. Our aim is that you gain a fair financial reward while ensuring your people and clients are treated with the kindness they deserve.

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Building collaborative relationships

After investment or acquisition, we will work together to compassionately introduce Dan and his team as your law firm’s new investors and owners. Unless necessary, no new leadership and management will be implemented in the first three months to ensure your team members feel secure in their existing roles.

Smiling lawyers during a working meeting.

Listening to your team

Dan and his team will invest time in getting to know all your key team members, providing assurance, and discovering what they truly want from their roles in the firm going forward. We'll also start to map out key team members' strengths and offer roles that meet their aspirations.

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Action on collaborative targets

Based on team members’ feedback, targets will be collaboratively agreed upon with managers and senior members. Next, support structures will be set to provide all your team members with the guidance and training to succeed in their roles while providing them and you with fulfilling succession.

Acquisition comparison

How we compare.

Compare your law firm’s investment or acquisition options to find the best solution.

Comparison

Trade Sale

Private Equity

Your legacy
Your role
Your employees
Your transition
Operating experience
Fair deal terms
Completion success
"
“Since working with Dan, performance has improved across the board and the profitability of the whole firm has increased. Over the 6 months I worked with Dan, the number of chargeable hours recorded by the firm increased by over 25% and in the first few months of our new financial year our turnover is up by over 40%.”
Charles van der Lande
Charles van der Lande
Director, Roxburgh Milkins Limited
Law Firm Owners' Club

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