SOLD – Thriving Estate Planning and Probate Firm #046002

  • Sold

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.

Value Proposition

  • 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

2019202020212022
Revenue$539,707$575,188$788,149$746,804
SDE$112,505$120,527$256,386$167,440

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