Selling or Merging an Estate Planning Law Practice in California
By James L. Cunningham Jr., Esq.
Are you a California estate planning attorney thinking about selling or merging your practice? Perhaps you are close to retirement—or you simply wish to focus on the practice of law instead of the business of running a law office.
We know the issues can be challenging. How can you receive good value for what you have built? How can you ensure a smooth transition and continued high-quality legal support for your clients? If you choose to continue practicing law, how can you do it in the ways you desire?
If you have built a quality estate planning practice in California, we’d like you to consider selling your practice or merging it with CunninghamLegal—California’s premier statewide estate, trust, tax, real estate, and business law firm. We’d like to invite you to contact us today to discuss the possibilities.
Why Merge or Sell Your Practice to CunninghamLegal?
For over two decades, CunninghamLegal has successfully merged with or acquired nearly 30 practices. What did these attorneys have in common? They realized that running a law practice is difficult, time-consuming, and very different from practicing law. They chose to let us handle the headaches and overhead while they achieved expanded markets, profit sharing for existing business, and revenue sharing when clients engage CunninghamLegal’s services.
Some continue to practice as members of our team or Of Counsel, while others have simply retired.
Who Are We at CunninghamLegal?
At CunninghamLegal, we are dedicated to shaping the future of estate planning in California. With nearly three decades of expertise in advanced and foundational estate planning, trust administration, real estate law, advanced tax planning, business law, probate, disability/special needs planning, and asset protection, we have established ourselves as a trusted leader in the legal community. Our commitments to excellence, ethics, education, and personalized service have earned us a significant presence both offline and online, including a popular YouTube channel where we share valuable insights with over 20,000 subscribers. Explore our YouTube channel and take a look at our webinars, blogs, and in-person workshops.
Our Vision and Mission
Founded by attorney James L. Cunningham, Jr. in 1995, CunninghamLegal has grown into a well-known firm recognized for its deep knowledge and client-centered approach. Jim, certified by the State Bar of California as a Specialist in Estate Planning, Trust, and Probate Law, leads a talented team committed to guiding savvy, caring families in the protection and transfer of multi-generational wealth.
Experience with Merging and Acquiring Law Firms
CunninghamLegal has a proven track record in successfully acquiring and integrating legal practices in California. Our first acquisition took place over 20 years ago, setting the stage for growth and expansion. Over the last two decades, the nearly 30 law firms that have joined CunninghamLegal have allowed us to expand into the San Francisco Bay Area, Greater Sacramento Region, and Greater Los Angeles Region, furthering our reach and enhancing our ability to serve clients across California.
We are well-equipped to take on practices of any size:
- Sole Practitioners: Whether you are a sole practitioner looking to retire or seeking to transition into an Of Counsel role, we provide a smooth and supportive integration process.
- Larger Firms: We also can acquire larger firms with multiple attorneys, and will help create a seamless transition that preserves the integrity and client relationships of the acquired practice.
What Are Some Key Reasons to Join CunninghamLegal?
We think there are some great benefits to joining our firm, whether you are retiring, or wish to continue practicing—as much as works for you.
Financial Benefits: By selling your practice to CunninghamLegal, you will not only secure a competitive revenue share but also gain access to expanded markets and legal practice areas, enhancing your service offerings for clients. This allows you to earn additional revenue share whenever your clients engage any of CunninghamLegal’s services, providing continuous financial benefits throughout your contract term.
Seamless Transition: We specialize in providing a smooth and supportive integration process so that your practice and clients are well taken care of. Our long experience in acquiring and merging practices of all sizes means we are equipped to handle the transition efficiently, preserving the integrity and client relationships of your firm. If you or any of your principals are considering a reduced role or retirement, we work closely with you on your professional transition—we’ve done this before, and we have the team to help.
Reduced Overhead: Running a law practice involves significant administrative and operational burdens. By joining CunninghamLegal, you can offload these headaches and focus on what you do best—practicing law. We handle the overhead, allowing you to enjoy a more streamlined and efficient practice.
Enhanced Service Offerings: Joining CunninghamLegal expands your service offerings and the potential for additional market share. Our broad, interrelated practice areas, including estate planning, trust administration, advanced tax planning, real estate law, business law, and asset protection, allow you to serve your clients’ diverse legal needs more effectively with an experienced team.
Strategic Locations: Our presence in the Bay Area, Greater Los Angeles, and Sacramento regions provides a financial edge and greater flexibility. This geographic reach ensures that your clients continue to receive the high level of service they expect, no matter where they are located.
Collaborative Environment: At CunninghamLegal, we value collaboration and mutual support. By joining us, you become part of a team that appreciates unique perspectives and experiences, fostering a positive and inclusive work environment.
Professional Development: We are committed to the continuous professional growth of our attorneys. As part of CunninghamLegal, you will have access to advanced training, mentorship, and opportunities to participate in cutting-edge legal practices.
Are We a Possible Fit?
If you value a dynamic, forward-looking firm that prioritizes client relationships and offers a supportive team environment, CunninghamLegal could be the perfect fit for you. If you are eager to move on to the next phase in your life while preserving your legacy of service to your clients—we may be the ideal choice to make that happen.
To get the process started, please fill out the form on this page or give us a call at +1 866.988.3956, and let’s begin a conversation about how we might work together.
Not Ready to Talk Sale or Merger?
If you are seeking expanded support for your clients, but you’re not interested in selling or merging your practice at this time, start with a simple referral and see how we can help your clients together! Either way, we look forward to chatting.
Sincerely, Jim
James L. Cunningham Jr, Esq
Partner and CEO
CunninghamLegal
At CunninghamLegal, we guide savvy, caring families in the protection and transfer of multi-generational wealth.
Attorney Jim Cunningham leads CunninghamLegal.
CunninghamLegal has a proven track record in successfully acquiring and integrating nearly 30 legal practices in California.
If you are eager to move on to the next phase in your life while preserving your legacy of service to your clients—we may be the ideal choice to make that happen.