Stable Estate Planning Practice - Seller Seeks Best Fit Buyer
Business Description
With approximately 170 clients throughout California and annual gross revenues averaging $100,000, this practice offers a stable income stream and strong client loyalty. The Seller seeks the best fit for clients and is open to a collaborative transition process, leading to a smooth transition, ensuring continuity and retention.
About the Business
- Years in Operation
- 48
- Currently Home Based
- Yes
- Market Outlook / Competition
- We have an aging population; more and more estate planners will be needed - not just in the Coachella Valley, but all over the state. My practice base is about 1/2 in Marin and San Mateo Counties, and 1/2 in Riverside County.
- Opportunities for Growth
- Because of the existing long-term client base, in addition to changes, updates, complete restatements and personal contact, client base is likely to become a good trust administration practice just as it is. Never do any advertising; client referrals to friends and families and mere acquaintances have been excellent.
About the Sale
- Seller Motivation
- Retiring after 47 years; it's been a good run; primary support of my family.
- Transition Support
- Will train on existing software for estate planning, if needed; also have excellent client retention system in place.
- Financing Options
- Could be seller/workout if not outright; home based solo practice.
Listing Info
- ID
- 2330462
- Listing Views
- 1617
Listing ID: 2330462 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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