Practice Description

This firm has been providing estate planning legal services to retirement communities including Sun City, Sun City West, Sun City Grand; and the surrounding communities in Northwest Maricopa County. The firm has four thousand client files; it has an extensive client base and established referral relationships with financial planners and bank officers in the community. The firm has a tremendous amount of goodwill and brand value; the firm’s personal, knowledgeable, and quality service drives a steady base of repeat clients and lead generation. The current demand for legal services exponentially exceeds the firm's capacity. The firm focuses solely on trust and will creation and turns away or refers out hundreds of billable hours each month relating to issues including trust administration, probate, probate litigation, elder law, long term care planning, real estate, small business formation/maintenance, personal injury, and family law.

The firm has an established website presence; the website generates 260-300 clicks each month based solely upon a $350/month Google Ads marketing campaign and the base of repeat clients and lead generation.

This is an opportunity for a sole practitioner or partnership to acquire an existing estate practice with a great reputation and a loyal client base in Maricopa County, Arizona; and the freedom to choose to dramatically increase revenue or continue estate planning document preparation and maintain current revenue.

Gross Revenues

Recent past annual gross revenues are 150K.

Terms and Structure

Make an offer.

Transition

The owner is leaving private practice.