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California
Profitable Estate Planning, Trust and Probate Law Firm
Asking Price
$699,000
Revenue
Call/Email
Down
$499,000
Cash Flow
Call/Email
Name: Shailendra Gupta
Name
Shailendra Gupta
Description
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
Business Details
Year Established:
2015
Employees:
3
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
Send NDA Request
Please complete the form below to request the NDA for this listing. The broker will review your request and send the NDA for you to sign.
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
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