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Profitable Estate Planning, Trust and Probate Law Firm

California

| BizBen.com

https://www.bizben.com/business-for-sale/profitable-estate-planning-trust-and-probate-law-firm-tw:90152

California

Profitable Estate Planning, Trust and Probate Law Firm

Name: Profitable Estate Planning, Trust and Probate Law Firm
Address: California, US

Asking Price

$599,000

Revenue

Call/Email

Down

$399,000

Cash Flow

Call/Email

Name: Shailendra Gupta

Name

Shailendra Gupta

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

https://tworld.com/locations/California/fremont/listings/Profitable-Estate-Planning-Trust-and-Probate-Law-Firm

To get more information about this Profitable Estate Planning, Trust and Probate Law Firm business for sale in California please contact Shailendra Gupta at sgupta@tworld.com

Business Details

Year Established:

2015

Employees:

FE&E:

$10,468

Reason for sale:

Retirement

Lease & Tenant Information

Lease Options:

$1,845

Other Information

Listing Number:

012722-200643

Sales:

$472,336

Seller's Discretionary Earnings:

$285,701

Posting Information

Posting ID:

ID tw:90152 / Listing Number 012722-200643

Business Category:

Professnl Practices

Keywords:

Transworld

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Posting Title

Profitable Estate Planning, Trust and Probate Law Firm

Posting ID

#*4f25b71bf80b1ae3c9631c81a097d24c*90152

Full Name (Required)

Email (Required)

Phone (Required)

NDA Signed Successfully!

Your NDA has been signed and submitted. The broker will review and countersign it. Once complete, you will receive access to confidential business details.

Agent, Broker or Seller Contact

Name:

Phone Number:

Contact Email:

sgupta@tworld.com

Contact Form

“Hi, I’m interested in this business. Is it still available?”

“Could you share more details about the business?”

“When would be a good time for a quick call?”

By submitting this form, I agree to BizBen's Terms of Use.*

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