This Legal Document Assistant office is having its best year on record. Revenue for the twelve months ended August 31, 2026 was $353,526, up 35.7% over calendar 2025, with Seller's Discretionary Earnings (SDE) of $126,004. At the $165,000 asking price, that is 1.3 times SDE.

The office prepares living trusts, property transfers, and related estate documents for consumers across the Greater Sacramento region. It is a Legal Document Assistant office, not a law firm. Living trusts are the majority of revenue and carry the highest margin.

Revenue for the first eight months of 2026 is up 55.2% over the same period of 2025, on operating expenses that rose 3.3%.

OPERATING HIGHLIGHTS

- Every service is paid at the time of service. The business carries no accounts receivable.
- The owners estimate that about 80% of customers return as their circumstances change.
- Business comes from a referral network of real estate agents, title companies, mortgage brokers, and wealth advisors. There is no paid advertising.
- The office is open Monday through Thursday with two part-time staff, and neither owner works a full-time schedule.

OPPORTUNITIES FOR GROWTH

The owners have grown this business on a four-day week and without any marketing.

- Open Fridays. The office currently runs Monday through Thursday.
- Add family law document preparation. Same skills, same office, same customers.
- Add process serving, closely related to the document work the office already does.
- Start marketing. There is no paid search, no social advertising, and no search optimization program.
- Market to the existing customer list, which has never been contacted for repeat or referral business.
- Offer business formation services, which the office is already permitted to provide and does only occasionally.
- Extend reach into neighboring counties. Documents can be prepared and recorded electronically, so no second location is needed.

WHAT A BUYER NEEDS

California requires the business to be registered as a Legal Document Assistant, and every person who prepares documents for customers to be individually registered. A buyer who will do the document work personally needs that registration. A buyer who will own and manage the business, with registered staff preparing the documents, does not. The office already employs one registered LDA in addition to the owners.

Individual registration runs through one of four statutory routes, and a paralegal certificate qualifies on its own with no separate experience requirement. Buyers should confirm current requirements with the county clerk and their own attorney.

NEXT STEP

The owners are selling to retire and will provide transition training. Seller financing is available to the right buyer.

Full financials, market detail, and a complete asset schedule are in the Confidential Information Memorandum, available after a signed non-disclosure agreement (NDA) and a completed buyer profile.