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- RE: Established Elder Law & Estate Practice
- Contact: Bill West
Quick Facts
| Asking Price: | $755,000 | |
| Annual Revenue: | $427,265 | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | $173,537 | |
| Total Debt: | Not Disclosed | |
| FF&E: | $30,000 | |
| Real Estate: | Not Disclosed | |
| Year Established: | 18 | |
| Employees: | 3 | |
| BBN Listing #: | 1012087 | |
| Broker Reference #: | 170-04315 |
Business Overview:
A well-established boutique law firm on Florida's Treasure Coast, serving the Martin and St. Lucie County region. The firm concentrates on Elder Law and its interrelated disciplines: estate planning, wills and trusts, probate and estate administration, guardianships, Medicaid planning, collaborative family law, mediation, adoptions, and real estate transactions. The practice also operates a title insurance capability, supplying a complementary revenue line alongside its core legal services.
The firm holds a multi-generational reputation in its market, with roots tracing to a long-standing local law office, and maintains active state and county bar memberships. The business sits in one of the most favorable demographic markets in the country for Elder Law services. The Treasure Coast hosts a large, affluent, and growing retiree population, creating durable and recurring demand for estate planning, Medicaid qualification, guardianship, and probate work. The diversified practice areas
reduce dependence on any single service line and generate natural cross-referral opportunities as clients move through successive stages of life.
The firm represents an attractive succession or acquisition opportunity for an attorney or practice group seeking an established book of business, a defensible market niche, and a recognized local brand in a high-demand, recession-resilient practice area.
Contact the Seller:
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Property Features and Assets:
1250 square foot office condo.
Market Competition and Expansion:
Established elder law firm serving a growing senior and family-care market. Demand is driven by estate planning, Medicaid and long-term care planning, guardianships, and probate matters. Local competition is fragmented, offering strong opportunity for continued growth through referrals, specialization, and community reputation.
Reason for Selling:
Retirement. Kindly ask the seller for more information.
Additional Details:
- The property is owned.
- The owner is willing to train/assist the new owner.
- This is not homebased business opportunity.
- This is not a franchise resale opportunity
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