Successful Estate Planning Firm in Charlotte Metro Area- North Carolina

Posted 5 months ago
LPE#570

Incredible opportunity to acquire a profitable estate services firm with exceptional market share and strong client base in a growing marketplace. This firm boasts strong processes as well as a knowledgeable support staff and has been built to be staff and technology driven.  Located in an incredible area with high demand and higher income clients the firm has built a very strong client lists and positioned itself for continued growth. This is an incredible opportunity to acquire an already strong firm with consistent cash flows as well as many opportunities for growth.  Owner is offering transitional services post-closing to transfer the client base, referral network, and goodwill to the new owner.

Subscribe to our newsletter

Please provide your email address to subscribe to our newsletter.