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  • RE:  Full Service Fiduciary Practice
  • Contact:  Steve Anderson

Quick Facts

Asking Price: $700,000
Annual Revenue: $524,490
Net Profit: Not Disclosed
Cash Flow: $233,772
Total Debt: Not Disclosed
FF&E: $10,000
Real Estate: Not Disclosed
Year Established: 1988
Employees: 4
BBN Listing #: 1013006
Broker Reference #: WCIB261444

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Business Overview:

Well, established fiduciary service located in Northern Arizona. Business has been providing quality fiduciary services to Yavapai County since their founding in 1988. Their mission is to provide the most comprehensive services to satisfy their clients’ needs. Very well-established customer base. Qualified buyers must have or need to acquire AZ Supreme Court Fiduciary License in order to purchase business. Potential buyers will need to provide experience outline and evidence of cash injection before the file is released.

Contact the Seller:

To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button (above Quick Facts) and when you are done searching and have made all your selections, simply click on the REQUEST FREE INFO button at the bottom of this page.

Reason for Selling:

Retirement & Relocation. Kindly ask the seller for more information.

Additional Details:

  • The property is Leased.
  • The owner is willing to train/assist the new owner.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

Relevant Links:

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