Established Estate Planning Firm with Predictable Growth
Business Description
This well-established law firm in Southern New Jersey has a strong reputation for providing legal services in Elder Law, Estate Planning, and Special Needs Law. With over 20 years of experience, it offers comprehensive guidance tailored to seniors, individuals with disabilities, and their families. The firm is known for its compassionate, client-centered approach and expertise in long-term care planning, asset protection, and estate administration.
The firm specializes in Elder Law, Estate Planning, Probate, Guardianship, and Special Needs Planning, helping clients navigate complex legal and financial matters. Services include Medicaid applications, wills, trusts, powers of attorney, and guardianship establishment. Its expertise ensures financial stability and asset protection while preserving government benefit eligibility.
Led by an experienced attorney, who is willing to stay on for a short time during the transition, who is a former prosecutor and business owner, the firm brings legal and personal insight into elder care and estate planning. This leadership has earned professional recognition and built a loyal client base. Its strong presence and client relationships are rooted in integrity, collaboration, and persistence.
Strategically located in Southern New Jersey, the firm is well-positioned for growth. With a respected leader, diverse legal services, and an expanding client base, it presents a prime opportunity for buyers seeking a reputable, established practice in Elder Law and Estate Planning.
*EBIDTA & SDE are 3-year averages
The firm specializes in Elder Law, Estate Planning, Probate, Guardianship, and Special Needs Planning, helping clients navigate complex legal and financial matters. Services include Medicaid applications, wills, trusts, powers of attorney, and guardianship establishment. Its expertise ensures financial stability and asset protection while preserving government benefit eligibility.
Led by an experienced attorney, who is willing to stay on for a short time during the transition, who is a former prosecutor and business owner, the firm brings legal and personal insight into elder care and estate planning. This leadership has earned professional recognition and built a loyal client base. Its strong presence and client relationships are rooted in integrity, collaboration, and persistence.
Strategically located in Southern New Jersey, the firm is well-positioned for growth. With a respected leader, diverse legal services, and an expanding client base, it presents a prime opportunity for buyers seeking a reputable, established practice in Elder Law and Estate Planning.
*EBIDTA & SDE are 3-year averages
About the Business
- Employees
- 5
- Facilities & Assets
- This well-established law firm specializes in Elder Law, Estate Planning, and Special Needs Law, backed by 20+ years of experience and a strong reputation. The firm includes a dedicated team, with the primary attorney available for a 1-2 year transition. Assets include 2,000 prior clients, 30 high-potential leads, 40 referral clients, and a $50,000 client database. With a 4.9-star Google rating, a strong referral network, and a prime location, this turnkey firm offers a seamless transition and significant growth potential.
- Market Outlook / Competition
- Cherry Hill, New Jersey, presents a strong market for estate planning and elder law services, with a growing population of nearly 78,000 and an affluent demographic. Over 53% of residents are aged 25-64, with a median age of 43, making asset protection and inheritance planning high-priority concerns. The region’s above-average household income fosters demand for wealth preservation strategies. With steady revenue growth and a trusted brand reputation, the firm is well-positioned amid limited competition in a thriving market.
- Opportunities for Growth
- With a strong reputation and consistent revenue growth, this firm presents significant expansion opportunities. The affluent and aging Cherry Hill population increases demand for estate planning, probate, and elder law services. Growth can be achieved by expanding digital marketing efforts, leveraging the firm’s 2,000-client database, and increasing referral partnerships. Adding new service areas, such as business succession planning, or expanding into nearby markets can further enhance profitability and long-term success.
About the Sale
- Transition Support
- The firm offers strong support and training to ensure a seamless transition for new ownership. The primary attorney is willing to stay for 1-2 years to provide mentorship, while the associate attorney, office manager, legal assistant, and legal secretary will remain for continuity. With a well-structured workflow, case management system, and extensive client database,
Listing Info
- ID
- 2340206
- Listing Views
- 742
Listing ID: 2340206 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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