Established Estate Planning, Real Estate & Business Law Firm
Business Description
This profitable and well-respected law firm has built a two-decade legacy specializing in high-net-worth estate planning, trust administration, and real estate and business transaction services. Strategically located in a region known for its affluent population and rapid growth, the firm is uniquely positioned to serve clients seeking sophisticated estate and tax planning strategies. With documented systems, a loyal client base, and a seasoned team in place, this is a turnkey opportunity for a buyer looking to step into a mature, streamlined practice with immediate revenue generation.
With nearly 20 years of service, the firm has earned a sterling reputation and maintains consistent 5.0-star online ratings. Its financial strength is evident in the three-year average Seller’s Discretionary Earnings (SDE) exceeding $560,000 and gross revenues of more than $1.3M. The business operates with remarkable efficiency, leveraging modern platforms such as Clio, Box, Decision Vault, QuickBooks, and Wealth Counsel to support systematized workflows. Predictable, recurring revenue is driven by estate plan reviews and ongoing trust administration, while disciplined operations keep overhead at only 18% and profit margins at a healthy 31%. The firm’s stability is further reinforced by a skilled team of attorneys, paralegals, administrative staff, and a bookkeeper, all of whom provide continuity and support for a new owner. With minimal marketing spend—currently under 1% of revenue—the practice is poised for significant growth and expansion. Its location in one of the fastest-growing regions in the country, especially among retirees and high-net-worth individuals, further enhances its market potential.
This practice is an excellent fit for an experienced attorney or small firm seeking to expand into existing estate planning, business, or real estate practice in the Mountain West market, as well as for a larger firm looking to acquire a high-margin, operationally efficient practice with a strong reputation and turnkey systems in place.
With nearly 20 years of service, the firm has earned a sterling reputation and maintains consistent 5.0-star online ratings. Its financial strength is evident in the three-year average Seller’s Discretionary Earnings (SDE) exceeding $560,000 and gross revenues of more than $1.3M. The business operates with remarkable efficiency, leveraging modern platforms such as Clio, Box, Decision Vault, QuickBooks, and Wealth Counsel to support systematized workflows. Predictable, recurring revenue is driven by estate plan reviews and ongoing trust administration, while disciplined operations keep overhead at only 18% and profit margins at a healthy 31%. The firm’s stability is further reinforced by a skilled team of attorneys, paralegals, administrative staff, and a bookkeeper, all of whom provide continuity and support for a new owner. With minimal marketing spend—currently under 1% of revenue—the practice is poised for significant growth and expansion. Its location in one of the fastest-growing regions in the country, especially among retirees and high-net-worth individuals, further enhances its market potential.
This practice is an excellent fit for an experienced attorney or small firm seeking to expand into existing estate planning, business, or real estate practice in the Mountain West market, as well as for a larger firm looking to acquire a high-margin, operationally efficient practice with a strong reputation and turnkey systems in place.
About the Business
- Years in Operation
- 22
- Franchise
- This business is an established franchise
- Facilities & Assets
- The firm operates from two well-appointed, leased offices that reflect professionalism, privacy, and convenience. Both locations are thoughtfully designed to ensure discretion, featuring private offices, dedicated reception areas, and welcoming client spaces. The offices are fully paperless, professionally maintained, and equipped with the infrastructure necessary to support seamless operations across all service areas.
- Market Outlook / Competition
- While other firms in the region provide estate planning, trust administration, and real estate services, this practice distinguishes itself through longevity, reputation, and its focus on high-net-worth clients. Competitors remain limited in size and specialization, with few attorneys spanning these disciplines. Supported by 100+ referral partners and consistent five-star reviews, the firm leads a wealthy, underserved, and aging market, securing a lasting competitive edge.
- Opportunities for Growth
- Positioned in one of the fastest-growing regions of the U.S., this firm is uniquely suited for expansion. Idaho’s senior population is projected to increase by 33% by 2030, driving strong demand for estate and trust services. With a foundation of recurring revenue, streamlined cloud-based operations, and seven-figure revenues generated on minimal marketing, growth opportunities are abundant. A strategic buyer could capitalize on this momentum by investing in digital lead generation, expanding service offerings, or scaling staff to meet rising demand. The
About the Sale
- Transition Support
- To ensure a smooth handoff, the current owner is willing to remain involved during the transition period. This flexibility helps preserve client continuity and staff stability, reducing risk for the buyer and supporting long-term success.
Listing Info
- ID
- 2420971
- Listing Views
Listing ID: 2420971 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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