Successful Estate Planning Firm in Charlotte Metro Area- North Carolina

Industry: Price:

300,000

Location: Status: Active
Revenues: Owner Cash Flows:
Staff: Associates:
Inception Range: Real Estate Available:
Lease Rate:
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.

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

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

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

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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