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Established Estate Planning, Probate, and Elder Law Practice
Business Description
This premier elder law practice represents the pinnacle of estate planning and elder law services in affluent Winter Park, Florida. With a 30-year legacy and established reputation, the firm specializes in estate planning (45% of revenue), probate (28%), Medicaid planning (15-20%), trust administration, and guardianship. Owner is Board Certified - a rare distinction that commands premium fees and client trust.
The practice has developed an extraordinary template library and systematic approach over three decades, enabling efficient service delivery without constant owner involvement. Strong referral network includes many attorneys, financial planners, and assisted living facilities.
The practice has developed an extraordinary template library and systematic approach over three decades, enabling efficient service delivery without constant owner involvement. Strong referral network includes many attorneys, financial planners, and assisted living facilities.
About the Business
- Years in Operation
- 30
- Employees
- 8
- Currently Relocatable
- Yes
- Facilities & Assets
- Prime Winter Park location with handicap accessibility, serving affluent retiree population. Office provides ideal setting for elder law practice with convenient client access.
- Market Outlook / Competition
- Winter Park is an affluent Central Florida community with significant retiree population near numerous senior living facilities. Growing market with strong demand for elder law services. Strategic location between retirement communities creates ideal client base for estate planning and elder law services.
- Opportunities for Growth
- Significant opportunity exists with the seller remaining as "of counsel" to transfer 30 years of goodwill and client relationships. Established systems, comprehensive template library, and strong community presence position buyer for immediate success and growth. Revenue has grown consistently from $1.25M (2021) to $1.66M (2024).
Real Estate
- Owned or Leased
- Leased
- Building Sq. Ft.
- 2,200
- Rent
- $3,690.00 per month
- Lease Expiration
- 1/31/2026
About the Sale
- Seller Motivation
- Owner retirement after 36 years of practice.
- Transition Support
- Seller will provide 20 business days of transition training and remain as "of counsel" for up to one year to ensure seamless client and referral source transition. Extensive template library and documented procedures included.
- Financing Options
- SBA financing available - $150,000 down payment with seller assistance in loan qualif
Listing Info
- ID
- 2383170
- Listing Views
- 802
Listing ID: 2383170 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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