Well-Established Triangle (NC) based Estate Planning Firm

Posted 10 months ago

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.

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    • 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.

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.