Full Service Fiduciary Practice

PRESCOTT, Arizona

Asking Price $700,000 Year Established 1988
Annual Revenue $524,490 Reason for Selling Retirement & Relocation  
Annual P/L $0 Attention Steve Anderson
Annual Cash Flow $233,772 Listing Number 1013006  
# of Employees 4 Business Category Services: Financial, Accounting, Insurance

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.

Property Features and Assets:

Market Competition and Expansion:

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

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