Successful Estate Planning Firm in California with Loyal Client Base. LPE#632

practice area: Business/Corporate Law Price:

$450,000

Location: California Status: Under Contract
Revenues:

$400,000-$500,000

Owner Cash Flows:

$100,000-$200,000

Staff:

1-5

Associates:

0

Inception Range:

1980-1990

Real Estate Available:

No

Lease Rate:

$4,210/mo

California law firm focusing on Estate Law in a strategic location. With over 25 years in its incredible marketplace this firm has positioned itself as the “go to” law firm for estate work. Their scope of work includes estate planning, trust, estate administration and probate work, as well as business formation and real estate law.
  • Estate Planning
  • Probate Litigation
  • Small Business Formation
  • Real Estate

The firm strategically established itself in an affluent and growing community. The firm has built an extensive client base, referral network, and trusted relationships with key community members including bankers, realtors, title companies, business owners and community leaders. The firm has a Martindale Hubbell AV rating and established an incredible reputation, core referral relationships, and extensive client base which drive new lead generation and new business, creating demand for services which exceeds current capacity.

The firm also boasts a tenured and knowledgeable staff. This incredible staff, along with well-refined written workflows, help to drive the client process and business operations.
  • CLIENT SATISFACTION/ REPUTATION:
    Through community efforts and long history of client satisfaction, this firm has cultivated an unmatched reputation in its marketplace and beyond. The firm has an impeccable reputation and high client satisfaction and retention with AV rating on Martindale Hubbell. Currently, demand significantly exceeds the capacity of the firm, providing great opportunity for growth simply by capturing current demand. .
  • REPEAT CLIENTS AND EXTENSIVE CLIENT DATABASE:
    The firm has a steady base of many repeat clients for estate related matters that provide consistent year-to-year practice revenues and additional referrals. Demand continues to grow and the firm is primed for continued success and growth under a developed transition plan to new ownership. This is the perfect opportunity for an attorney or law firm looking for proven revenues and a long-established reputation to continue to profit for years to come. The firm has over 3,500 client files.
  • PROCESS AND STAFF DRIVEN:
    Well-developed and documented processes, including proprietary intakes, checklists, and workflows that both help drive the overall client matter process and provide the framework for consistent production of high-quality legal services. Tenured, committed and highly-trained staff drive the firm’s operational process in support of clients and attorneys. The defined processes and well-trained staff assist in driving key firm day-to-day operations.
  • FLEXIBLE TRANSITION:
    Ownership is focused on finding the right successor to carry forward the firm culture, reputation, and high-quality legal services.

With strong reputation, knowledgeable staff, and documented firm operations this firm is transition ready for continued success and growth under a developed transition plan to new ownership. This is the perfect opportunity for an attorney or law firm looking for proven revenues and a tremendous marketplace from which to profit for years to come.

If you are an attorney or law firm seeking a CA based estate firm then this is the perfect opportunity. Reach out today to learn more.  

What Our Clients Say !

“The transition was smooth, the clients were glad to know their new advocate was enthusiastic and ready to help them and the practice never skipped a beat.”

Erik B.- Buyer

The Law Practice Exchange
2019-01-02T01:16:03+00:00

Erik B.- Buyer

“The transition was smooth, the clients were glad to know their new advocate was enthusiastic and ready to help them and the practice never skipped a beat.”
“Amanda and Tom introduced me to a buyer I would have never met otherwise.  Throughout the process, they were available, helpful, and experienced in keeping us on track toward closing.  The entire process went better than expected, and I have Amanda and Tom to thank for that.”

-Bankruptcy Firm Seller LPE#541

The Law Practice Exchange
2019-01-02T01:27:54+00:00

-Bankruptcy Firm Seller LPE#541

“Amanda and Tom introduced me to a buyer I would have never met otherwise.  Throughout the process, they were available, helpful, and experienced in keeping us on track toward closing.  The entire process went better than expected, and I have Amanda and Tom to thank for that.”
“Thank you again for all of your help. I didn’t think it was possible to get money for our practice and you proved me wrong.”

-Residential Real Estate Seller LPE#522

The Law Practice Exchange
2019-01-02T01:25:47+00:00

-Residential Real Estate Seller LPE#522

“Thank you again for all of your help. I didn’t think it was possible to get money for our practice and you proved me wrong.”
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