Well-Established Triangle (NC) based Estate Planning Firm
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.
- 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.