Snazzy marketing document for lawyers interested in selling their practices

Contabilità e Finanza

Business Funding Group in Stamford, Connecticut is the parent company of SBA Loan Group and SBA Funding. We were founded in 2012, and we focus on providing a wide range of creative financing solutions to businesses in all stages of their growth. What makes us unique? Our confidence in being able to help you results in never charging a fee to a client unless the transaction closes.

2 page document that outlines our service in helping law firms position themselves for sale. The attached titled "BFG - Next Steps" itemizes the requirements for the document. I've also included that below. We'd like a modern, design centric that is both informative and interesting to look at. There are titles listed here for the purpose of illustrating how we want this things to appear on the page. Headline - Maximizing Law Firm Exits Subhead - Taking Control of Your Firm’s Future by Preparing Now Standout quote - “Prior proper planning prevents poor performance.” - James Baker, former U.S. Secretary of State Introductory paragraph - Prepare today for tomorrow’s success. You have invested in your law practice with your life. You’ve likely thought about what the end of that adventure would look like. You might even know colleagues that have sold their practices for a discount. The changing landscape about who can own law practices creates considerable uncertainty. There are a lot of unknowns with no clear path forward. Your law practice is a salable asset. If you recognize the opportunity to realize substantial value from your law practice, it is never too early to start preparing your exit strategy. If you are one year away or 25 years away, there are client and practice management strategies you can benefit from, all with one common outcome: maximizing the value of your practice. Start now, so that when you are ready, you have a clear path forward working with a team directly aligned with your interests. Prepare for success. Steps graphically displayed - 1: Evaluate Your Practice BFG collects information about the tangible and intangible assets of your practice to first determine the current value of your law practice. BFG requests: Tax returns Profit and loss statements Balance sheets Itemized case inventories BFG evaluates the firm’s cost of acquisition, the length of time to settle each case type, and the firm’s referral sources. A comprehensive analysis is performed. The practice’s full process is considered. Everything from intake to settlement is evaluated. Result: You have a clear understanding of your law practice’s current valuation. 2: Strategic Planning After the evaluation and analysis, BFG provides a strategic plan to help you either capitalize at your current valuation, if you’re ready, or puts together a road-map for you to achieve your goal valuation. Depending on where you are in your readiness to sell, you might pursue interested buyers at this valuation or follow BFG’s strategic plan to create more efficiency and profitability. This strategic approach is entirely custom to your practice, but could include: Hiring talent Acquiring smaller law practices in strategic markets Refining your marketing machine Result: You remove the unknowns and have a clear path to achieving your goal of selling. 3: Sourcing Buyers As a long time financier to law practices in each stage of their growth, BFG has a network of buyers and sellers. Future sellers can be buyers and large law practices have long recognized the value in acquiring books of business. Potential buyers are identified Inquiries to buy your practice are vetted Result: You have an established market of buyers and a team backing up your best interests. 4: Structure the Deal Once a buyer is determined, terms are negotiated and the sale can be financed if needed. Terms are negotiated to provide you with favorable tax solutions With access to vast capital, BFG will complete the loop by financing the buyer’s purchase of your practice. Result: The sale of your practice is structured on terms that ensure you maximize the value of your life’s work. Standout Testimonial with photo - “Jarret Prussin and the BFG team commit to their clients best interest. If you want to expand your law practice with expert strategic counsel, I can think of no one better than Jarret Prussin.” - Ben Crump, Ben Crump Law Biographies - Jarret Prussin Chief Executive Officer Jarret Prussin is the Chief Executive Officer of Business Funding Group and is responsible for all strategic business relationships and the day-to-day operations of the company. Jarret is responsible for Business Funding Group’s legal lending division and has helped many high profile law practices structure complex financial deals. Jarret is a deal closer and aggressively pursues unique financial solutions on behalf of his clients. Prior to co-founding Business Funding Group and it’s DBA’s SBA Loan Group and SBA Funding, Jarret built the largest legal lending brokerage firm in the United States. He is personally responsible for facilitating over $1 billion dollars worth of transactions. Steve Rabinovici Chairman Steve Rabinovici is the Chairman of Business Funding Group and is responsible for the overall strategic direction of the company and it’s DBAs, SBA Loan Group and SBA Funding. Steve has over 40 years of senior management experience in various healthcare, finance and finance-related firms. He was the Chairman/CEO of a New York Stock Exchange company, Complete Management Inc. (CMI) with a market cap of approximately $1 billion. He was also the Chairman of a well-known investment bank that completed over $150 million worth of investment banking transactions annually. Steve has been involved as either a principal or the funding source in over 150 mergers and acquisitions, totaling over $3 billion in valuations. Steve received his master’s degree in public health and business administration from Columbia University and a juris doctorate degree from New York Law School. CTA - 860-922-3030 jarret@businessfundinggroup.com www.businessfundinggroup.com

Please make the headline and sub-headline really stand out. Feel free to get creative with the use of the arrow in our logo in the design. While this document will be used to market our service to lawyers, please no "canned" lawyer iconography.

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