EPiC Peer Groups

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EPiC Peer Groups Estate Planners' "i" Council—a mastermind concept for law firms who focus on estate planning.

Members meet regularly in a collaborative environment to help each other become better business owners, solution providers and investors in their own businesses.

What Should an Estate Planning Law Firm’s Profit Margin Be?Imagine two estate planning firms that each collect $1 millio...
10/15/2026

What Should an Estate Planning Law Firm’s Profit Margin Be?

Imagine two estate planning firms that each collect $1 million in a year. One finishes with an 8% profit margin and keeps $80,000 in profit....

Imagine two estate planning firms that each collect $1 million in a year. One finishes with an 8% profit margin and keeps $80,000 in profit. The other finishes at 20% and keeps $200,000. The firms have identical revenue, but one created $120,000 more profit from it. Revenue tells you how much busine...

What Determines the Value of an Estate Planning Law Firm?An estate-planning law firm is not worth a fixed percentage of ...
10/15/2026

What Determines the Value of an Estate Planning Law Firm?

An estate-planning law firm is not worth a fixed percentage of revenue. Its value is a range shaped by the economic benefit the firm produces, how much of that performance can continue without the owner, the strength of its team and systems, the quality of its client relationships and records, its risks, and the terms of a particular transaction....

An estate-planning law firm is not worth a fixed percentage of revenue. Its value is a range shaped by the economic benefit the firm produces, how much of that performance can continue without the owner, the strength of its team and systems, the quality of its client relationships and records, its r...

What Is a Healthy Revenue per FTE Ratio for an Estate Planning Firm?A healthy reference range is approximately $220,000 ...
10/15/2026

What Is a Healthy Revenue per FTE Ratio for an Estate Planning Firm?

A healthy reference range is approximately $220,000 to $300,000 in annual revenue per full-time-equivalent team member. Measure it over a trailing 12-month period and compare it with the firm’s own history, because the ratio is a capacity signal rather than a production quota....

A healthy reference range is approximately $220,000 to $300,000 in annual revenue per full-time-equivalent team member. Measure it over a trailing 12-month period and compare it with the firm’s own history, because the ratio is a capacity signal rather than a production quota. Below the range, an ...

What Does Revenue per Salary Dollar Reveal About a Law FirmRevenue per salary dollar shows how much firmwide revenue is ...
10/14/2026

What Does Revenue per Salary Dollar Reveal About a Law Firm

Revenue per salary dollar shows how much firmwide revenue is generated for each dollar of payroll expense....

Revenue per salary dollar shows how much firmwide revenue is generated for each dollar of payroll expense. It is a labor-leverage signal: useful for spotting changes in staffing economics, pricing, workflow, output, and compensation pressure, but insufficient to diagnose any one of those issues by i...

The Right Time to Hire: A Capacity Guide for Estate Planning Law FirmsEstate planning law firm owners tend to hire at on...
10/14/2026

The Right Time to Hire: A Capacity Guide for Estate Planning Law Firms

Estate planning law firm owners tend to hire at one of two bad moments: in a panic or in a burst of optimism....

Estate planning law firm owners tend to hire at one of two bad moments: in a panic or in a burst of optimism. Panic arrives when the owner is working nights, the team is behind, and clients are calling for updates. Optimism arrives after a record month, when one strong result makes permanent payroll...

The Firm Beyond the Founder: Building an Estate Planning Practice That Runs Without YouImagine stepping away from the fi...
10/14/2026

The Firm Beyond the Founder: Building an Estate Planning Practice That Runs Without You

Imagine stepping away from the firm for ten business days. Not disappearing from professional responsibility, but leaving the ordinary decisions, client updates, scheduling, production, and financial routines to the team....

Imagine stepping away from the firm for ten business days. Not disappearing from professional responsibility, but leaving the ordinary decisions, client updates, scheduling, production, and financial routines to the team. What slows down first? If matters wait for your approval, employees save decis...

Preparing Your Estate Planning Practice for a Responsible SaleA practice is ready for sale when a buyer can understand i...
10/13/2026

Preparing Your Estate Planning Practice for a Responsible Sale

A practice is ready for sale when a buyer can understand its economics, operate it without the founder at the center of every decision, and transition client matters responsibly....

A practice is ready for sale when a buyer can understand its economics, operate it without the founder at the center of every decision, and transition client matters responsibly. That work should begin well before the firm goes to market. The goal is not merely to make the practice look attractive.....

How Should an Owner Reverse Engineer Revenue and Profit Goals Using the EPiC Score?Begin with the desired profit, build ...
10/13/2026

How Should an Owner Reverse Engineer Revenue and Profit Goals Using the EPiC Score?

Begin with the desired profit, build the revenue forecast required to support it, translate that revenue into the firm’s own matter and pipeline requirements, and only then calibrate the EPiC Score....

Begin with the desired profit, build the revenue forecast required to support it, translate that revenue into the firm’s own matter and pipeline requirements, and only then calibrate the EPiC Score. The Score does not calculate profit. It is a weighted, in-period indicator of leads, prospects, clo...

How Can I Make My Estate Planning Law Firm More Profitable?A law firm can be busy, growing, and less profitable than it ...
10/13/2026

How Can I Make My Estate Planning Law Firm More Profitable?

A law firm can be busy, growing, and less profitable than it was a year ago....

A law firm can be busy, growing, and less profitable than it was a year ago. More matters can bring more payroll, more rework, more uncollected fees, and more owner hours. If each new dollar of revenue costs too much to produce, growth creates pressure rather than freedom. That is why the most usefu...

Peer Groups vs. Coaching, Consulting and Mentoring: What is The Difference?Estate-planning law firm owners have no short...
10/13/2026

Peer Groups vs. Coaching, Consulting and Mentoring: What is The Difference?

Estate-planning law firm owners have no shortage of places to seek business guidance. The labels can sound interchangeable, but the working relationship is different in each model....

Estate-planning law firm owners have no shortage of places to seek business guidance. The labels can sound interchangeable, but the working relationship is different in each model. Coaching helps an owner develop an answer through questions and reflection. Consulting supplies expert analysis and rec...

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