Established Geriatric Care Management and Fiduciary Services Company

This well-established geriatric care management firm has served the community for multiple decades, building a distinguished reputation in specialized senior care services. The company operates within a strategic location surrounded by senior living communities and complementary healthcare facilities and like businesses, positioning it advantageously within the target market.

Operational Excellence:
The organization maintains a fully bonded team of professionally trained W-2 employees who deliver comprehensive (90%) care management and (10%) fiduciary services. The company has developed specialized expertise in dementia care and mental health services, addressing the complex needs of elderly clients and their families with sensitivity and professionalism.

Service Portfolio:
- Comprehensive geriatric care management
- Professional fiduciary services
- Specialized dementia care coordination
- Mental health support services
- Individualized client and family consultation
Note: Financial client services has not yet been added but could be offered by a new owner to create an additional revenue stream.

Business Structure:
The company has established systematic operations with trained staff and proper channeling and referral protocols. The current ownership structure allows for continued seller involvement as a compensated employee with healthcare benefits, though operational leadership will transfer to the new owner who must maintain daily involvement in business operations.

Real Estate Component:
The seller prefers to include the business real estate in the transaction, providing the buyer with both operational assets and property ownership for enhanced investment value.

Buyer Qualifications:
Prospective buyers should possess relevant industry background, minimum $200,000 cash investment capability for SBA financing, and either current fiduciary licensing or ability to obtain required credentials prior to closing. This ensures continuity of professional service standards and regulatory compliance.

This acquisition opportunity represents entry into the growing senior care market with an established client base, trained workforce, and proven operational framework.

SBA financing possible for a qualified Buyer