Business Acquisitions and Mergers
If you’re considering retirement, a reduced role, or simply want to stop running the business side of your firm—this may be your next right step.
You have built something meaningful: client relationships rooted in trust, families who rely on you, and a practice that reflects your values. The question now is: how do you protect that legacy while creating a transition that works for you—and for the people you serve?
Why Sell Your Practice to Evans & Davis?
Running a successful law firm requires more than exceptional legal work. It takes operational infrastructure, staffing, marketing, technology, finance, compliance, and leadership—every single day.
When you join Evans & Davis, you gain a team and platform designed to support long-term growth and client care, while giving you options for the future.
Key Benefits of Partnering With Us
| Benefits | Description |
|---|---|
| Protect your clients and your reputation | Your clients stay supported by a team that prioritizes clarity, compassion, and excellent outcomes—without disrupting the relationships you’ve earned. |
| Preserve your legacy | You built your practice to serve real people in life’s most important moments. We take that responsibility seriously. We don’t treat estate planning as transactional—we serve clients for a lifetime. |
| Monetize your investment | Whether you want to retire, reduce your workload, or continue practicing in an Of Counsel or partner role, we structure transitions that fit your goals. |
| Reduced overhead and operational burden | Shift the administrative weight—HR, billing, technology, marketing, staffing, and process—from your shoulders to ours so you can focus on what you do best: practicing law or enjoying retirement. |
| Expanded services and deeper bench strength | Evans & Davis is narrow and deep: estate planning, business law, probate, and trust administration. Clients benefit from specialized attorneys and a team with the depth to handle complexity. |
| National reach, with a local feel | With offices in 21 states and licensure in 46, we’re built for multi-jurisdictional client needs—while still delivering a thoughtful, personal client experience. |
Who Is Evans & Davis?
Evans & Davis is a leading boutique law firm focused exclusively on estate planning, business law, probate law, and trust administration—delivered with clarity, strategy, and genuine care.
Founded in 2002, we’ve built our firm around one guiding purpose: to champion family legacies. For more than a generation, we’ve helped individuals, families, and business owners protect what matters most through thoughtful planning and relationship-driven counsel.
What makes us different:
- Relationship-driven, not transactional—we serve clients for a lifetime
- Flat fees, not hourly in most matters—clients gain clarity and confidence from the start
- National reach with multi-state capabilities
- A culture that stands out—we practice unreasonable hospitality and treat clients like family
Practices We’re Interested In
We’re currently exploring acquisition and merger opportunities with:
- Estate planning firms and solo practices
- Business law practices with succession and transition planning capabilities
- Probate and trust administration practices
- Practices with a strong client-centered reputation and values-driven leadership
Whether you’re a solo attorney preparing for retirement or a small firm looking for the next strategic step, we’d like to learn more about your goals.
What a “Good Transition” Looks Like (for You and Your Clients)
We approach integrations with the same mindset we bring to our client work: clear strategy, thoughtful planning, and real human care.
A typical transition includes:
- A structured plan for client communication (confident, calm, and relationship-preserving)
- Clear handoff of matter management and internal workflows
- Options for your continued involvement (or a clean exit)
- Support for your team (when applicable)
- A client experience that reflects the standard you’ve set—professional, warm, and attentive
Making the decision to merge with Evans & Davis was such a wonderful time in my life, I only wish that maybe I started a little earlier.
Is Evans & Davis the Right Fit for You?
This partnership works best when you care deeply about:
- Protecting client relationships and trust
- Leaving a legacy that continues beyond your name on the door
- Providing clear, strategic counsel without unnecessary complexity
- Building something stable for the next generation of clients and attorneys
If that sounds like you, we’d welcome the opportunity to connect.
Frequently Asked Questions
How do I sell my estate planning practice?
The right first step is a confidential conversation about your goals (retirement, reduced role, growth, or succession). From there, we can explore valuation, timeline, client communication planning, and transition structure.
Do you acquire firms outside your home state?
Yes. We have a national footprint and multi-state licensure, allowing us to support clients across jurisdictions.
Can I continue practicing after the merger?
Often, yes. Some attorneys prefer an Of Counsel or reduced-workload role that allows them to keep serving clients without operating the full business.
What happens to my staff?
Where appropriate, we explore options to retain and support team members through the transition, consistent with client service needs and culture alignment.
What types of practices are you looking for?
Estate planning, business law, probate, and trust administration practices with strong client relationships and a reputation for integrity and care.
Let’s Start a Confidential Conversation
If you’re considering a sale, merger, or succession transition, we’ll treat the conversation with professionalism and discretion from the first call.
Email: kendall@evansdavis.com
We also welcome referral relationships with attorneys who want a trusted partner for estate and business planning.