Well-Established Triangle (NC) based Estate Planning Firm LPE#584

practice area: Estate Planning Law Price:

$550,00

Location: North Carolina Status: Active
Revenues:

$620,000-$720,000

Owner Cash Flows:

$175,000-$245,000

Staff:

1-5

Associates:

1-5

Inception Range:

1980-1990

Real Estate Available:

No

Lease Rate:

$7,700/mo

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.
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.

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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