Profitable Estate Planning, Trust and Probate Law Firm

Asking Price$699,000

Cash Flow

EBITDANot Disclosed

Gross Revenue$472,336

InventoryNot Disclosed

FF&E$10,468
Included in asking price
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Profitable Estate Planning, Trust and Probate Law Firm


Asking Price$699,000

Cash Flow

EBITDANot Disclosed

Gross Revenue$472,336

InventoryNot Disclosed

FF&E$10,468
Included in asking price

Seller Financing Available
Business Description
Transworld Business Advisors of Fremont DRE# 02194963 presents:

Rare opportunity to acquire a well-established single-attorney estate planning, trust administration, and probate law practice serving an affluent coastal San Francisco Bay Area community.

The practice has operated for more than a decade and has built a trusted local reputation in a market with limited known direct competition in the immediate service area. Services include estate planning, trust administration, and probate, with estate planning representing the core practice area.

The firm benefits from referral-driven client flow, a professional office setting, documented workflows, digitized forms/templates, and experienced support staff, including a senior paralegal and executive assistant with meaningful tenure.

The practice operates from an attractive and well-suited professional office location. The office has expanded to three suites to support current operations, with the possibility of further expansion, making the location a strong platform for a buyer who wants to maintain and potentially grow the local market presence.

This opportunity is best suited for an active California-licensed attorney or law firm seeking to acquire an established local practice with existing infrastructure, staff support, client relationships, and seller transition assistance.

Growth opportunities include expanding office hours, increasing digital marketing, enhancing professional referral relationships, and growing trust administration, probate, and related practice areas.

A limited amount of seller financing may be available for qualified buyers as the sole discretion of the seller.

All inquiries are confidential. NDA and buyer qualification required before disclosure of identifying information.

Agent: Shailendra Gupta DRE# 02169356
About the Business
Years in Operation
11
Employees
3
Real Estate
Owned or Leased
Leased
Rent
$1,845.00 per month
About the Sale
Seller Motivation
Retirement
Transition Support
6 weeks
Financing Options
Financing Amount $200.000,00 Interest 6% Terms Months 24 Monthly Pay $8.864,12
Listing Info
ID
2517655
Listing Views
84

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Business Listed by: Shailendra Gupta Transworld Business Advisors of Fremont

Listing ID: 2517655 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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