Well-Established Triangle (NC) based Estate Planning Firm

Posted 10 months ago
LPE#584

Amazing opportunity to acquire a respected estate planning and estate administration services firm with strong cash flows located in a high income and growing marketplace within the Triangle! With over 30 years in the marketplace the firm has developed a client list of over 2,400 with service offerings in Estate Planning, Estate & Trust Administration.  The firm has consistently strong cash flows, stable revenues year-to-year, tremendous brand recognition and history in the marketplace and even more opportunities for further growth.

[su_list icon=”icon: check-square” icon_color=”#0d2c4e”]

    • Incredible Marketplace– The firm is well-established with a strong reputation and connections in a growing and high-demand geographic market.

 

  • Flexible Transition– The owner looks forward to working alongside a successor post-closing to transition the firm connections, referral network, and clients consistent with an overall transition plan reflecting on buyer’s needs and goals.

[/su_list]
This is great opportunity to expand your firm or career with a ready-made client list and a strong reputation generating new leads and revenues! Reach out today to discuss this one of a kind opportunity.