Senior Medical Care Mgmnt & Fiduciary Services

PEORIA, Arizona

Asking Price $700,000 Year Established 2000
Annual Revenue $672,644 Reason for Selling Retirement  
Annual P/L $0 Attention Susan Tanko-Manogue
Annual Cash Flow $224,908 Listing Number 1010609  
# of Employees 5 Business Category Services: Financial, Accounting, Insurance

Business Overview:

This well-established geriatric care management firm has served the community for multiple decades, building a distinguished reputation in specialized senior care services. The company operates within a strategic location surrounded by senior living communities and complementary healthcare facilities and like businesses, positioning it advantageously within the target market.

Operational Excellence:
The organization maintains a fully bonded team of professionally trained W-2 employees who deliver comprehensive (90%) care management and (10%) fiduciary services. The company has developed specialized expertise in dementia care and mental health services, addressing the complex needs of elderly clients and their families with sensitivity and professionalism.

Service Portfolio:
- Comprehensive geriatric care management
- Professional fiduciary services
- Specialized dementia care coordination
- Mental health support services
- Individualized client and family consultation
Note: Financial client services has not yet been added but could be offered by a new owner to create an additional revenue stream.

Business Structure:
The company has established systematic operations with trained staff and proper channeling and referral protocols. The current ownership structure allows for continued seller involvement as a compensated employee with healthcare benefits, though operational leadership will transfer to the new owner who must maintain daily involvement in business operations.

Property Features and Assets:

<p>Real Estate listed at 1M Beautiful office condo(s) in a well cared for, easy access area. The seller prefers to include the business real estate in the transaction, providing the buyer with both operational assets and property ownership for enhanced investment value.<br><br></p>

Market Competition and Expansion:

<p>This acquisition opportunity represents entry into the growing senior care market with an established client base, trained workforce, and proven operational framework.<br></p>

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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