Long Established Estate Planning and Business Law Firm San Diego County California

Posted 5 months ago
LPE#574

Incredible opportunity to acquire a well-established Estate Planning and Business firm in San Diego county of California. Established in 1980 the firm boasts an expansive client list and file history that acts as the backbone of the firm to drive cash flows based on repeat clients and extensive database of future legal work. Long-term and experienced staff in place with exceptional grasp of firm operations, client relationships, and overall case knowledge that drive the case work process as a team. This incredible opportunity located in its community since 1992 and has been in its current building since 1995.   Key part of sale will be owner providing  transitional services after closing in order to train, mentor and assist new ownership in operations of the practice while also focusing on transitioning clients, referral relationships, and key community contacts.

CA Broker: Alvin Tapia (919)789-1931

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