NOT DISCLOSED, District of Columbia
| Asking Price |
$750,000 |
Year Established |
|
|
| Annual Revenue |
$400,000 |
Reason for Selling |
Retirement |
|
| Annual P/L |
$0 |
Attention |
Erika Baez |
|
| Annual Cash Flow |
$311,000 |
Listing Number |
996563 |
|
| # of Employees |
|
Business Category |
Services: Professional |
|
Business Overview:
This well-established and reputable firm specializes in estate planning, estate administration, and estate and gift taxation. Renowned for its integrity, expertise, and client-first approach this firm has a strong presence in the District of Columbia, Northern Virginia and Maryland market. The business has built a loyal client base through decades of consistent performance and personalized service.
It offers a comprehensive suite of services, including estate planning, estate administration, and estate and gift taxation, and is staffed by a team of experienced professionals dedicated to excellence. The company has a proven track record of delivering high-quality outcomes, with robust systems in place to ensure operational efficiency and client satisfaction.
Whether for a strategic acquirer or an independent operator, this is a rare opportunity to step into a turnkey business with strong cash flow, brand equity, and growth potential.
Property Features and Assets:
Market Competition and Expansion:
Additional Details:
- The property is Leased.
- This is not homebased business opportunity.
- This is not a franchise resale opportunity