WELL ESTABLISHED TRUST AND ESTATE FIRM

This thriving estate planning and administration practice represents an exceptional opportunity to acquire a well-established legal services firm serving Sacramento County, California. Founded in 2003, the practice has built an impressive client base of over 3,000 clients while generating strong financial performance.

FINANCIAL PERFORMANCE:
The firm demonstrates robust financial metrics with annual revenue of $1,600,000 and seller's discretionary earnings of $1,275,000, representing an attractive 79.7% cash flow margin. This performance reflects the premium nature of trust and estate services and the firm's established market position.

BUSINESS OPERATIONS:
Operating from a professional 2,000 square foot office in an easily accessible building, the practice benefits from supportive staff and maintains excellent client relationships evidenced by outstanding Google reviews. The firm specializes in comprehensive trust and estate services, serving clients throughout the Sacramento County market.

MARKET OPPORTUNITY:
The practice operates in a favorable market environment with limited professional competition yet strong demand for services. The firm has reached capacity constraints due to robust client demand, creating immediate growth opportunities for an expansion-minded buyer. The dense population base in Sacramento County provides substantial potential for continued business development.

OPERATIONAL ADVANTAGES:
- Established client base of 3,000+ clients providing recurring revenue potential
- Professional office location with lease through December 2026 at $5,000 monthly
- Experienced support staff in place
- Strong reputation with excellent online reviews
- Limited local competition creating market opportunity

TRANSITION SUPPORT:
The seller offers comprehensive transition assistance including ongoing support and training for 6-12 months post-closing. Seller financing is available to qualified buyers, facilitating acquisition for the right purchaser.

This represents a rare opportunity to acquire a profitable, well-positioned legal practice with significant growth potential in an underserved market. The seller's reason for sale relates to health and family considerations, creating an opportunity for a motivated buyer to continue building this successful enterprise.