Business for Sale Overview:
Trust and estate planning has become a large part of the practice. The client base includes mature tax payers and their children, and grandchildren. Deaths do occur on and this results in trust and/or estate returns. It is recommended that the buyer retain the current location for best retention results. The appointments are pre-scheduled with exceptions for clients who have moved out of the area. Last year, there were 15 mail interview sheets sent to 15 clients in Arizona, Texas, Washington, Oregon, and Florida. The buyer should be well versed in trust and estate law. There are two professional fiduciaries and several attorneys who send work which may involve multiple returns. There is very little competition in the area, which makes for a great opportunity to grow if the buyer is motivated to provide excellent service and market the practice a bit.
For more information regarding this listing please contact us by completing the "Contact the Seller" form to the left. We look forward to hearing from you.
Additional Details:
- The property is owned.
- The owner is not willing to train/assist the new owner.
- This is not a homebased business opportunity.
- This is not a franchise resale opportunity.
- This is not a distressed business or bankruptcy situation.