Thriving Estate Planning and Probate Firm #046002
About The Opportunity
- Established over 30 years, practice is a client-oriented Estate Planning and Probate law firm serving San Diego County
- Also offers Trust Admin, Tax, and Bankruptcy services.
- Stellar reputation in the community with a growing client base of high net-worth individuals.
- Impressive digital marketing and lead generation tactics in place.
- Owner is retiring and a transition period will be provided.
- Asking price of $625,000
- 2-yr Avg Revenue = $767,477 (2021-2022)
- 2-yr Avg SDE = $211,913 (2021-2022)
- Total of 6 W-2 employees: 2 part-time, 4 full-time to include an experienced legal assistant and licensed attorney.
- Revenue mix:
- 34% Estate Planning
- 29% Estate Administration
- 13% Tax-Legal
- 6% Professional Services
- 18% Other
- Operating out of 1,680 sf leased space in northeast San Diego. Lease expires May 2024.
Other Important Information
Perfect opportunity for a business-minded attorney looking to expand their practice.
By The Numbers
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