About the Firm
For over 30 years, this established estate planning and trust administration firm in St. Paul, Minnesota, has provided comprehensive legal services in probate, estate planning, and trust management to clients across the Twin Cities metropolitan area.
Located in St. Paul, the firm has built a strong reputation for asset protection, probate administration, and long-term care planning. The practice maintains a steady flow of business through a combination of repeat clients, referrals, and professional partnerships. The firm’s experienced attorneys and support staff ensure seamless service delivery and client satisfaction.
Key Highlights
- More than three decades of established goodwill and client service
- Strong focus on estate planning, probate, and trust administration
- Experienced attorneys and staff ensure high-quality service delivery
- Reliable referral network and professional partnerships
- Consistent business flow through repeat clients and referrals
- Centrally located with convenient access to Twin Cities clients
Practice Details
The firm is staffed by seasoned legal professionals and a reliable support team. Services are delivered through established systems and workflows. It has a strong reputation in the legal and financial community and provides well-organized case management and client documentation systems.
Financial Performance
- Annual Gross Revenue: Consistently exceeds three-quarters of a million dollars
- Revenue Streams: Diverse, including estate planning, probate administration, and elder law services
- With steady revenue and a stable client foundation, the practice presents an attractive opportunity for an attorney looking to acquire a profitable firm in an established metropolitan area.
Ideal Buyer
An ideal acquirer may include:
- An estate planning or elder law attorney seeking a turnkey practice
- A small to mid-sized firm expanding into the Twin Cities area
- A buyer looking for a well-established, profitable firm with deep community ties
Growth & Expansion Potential
- Market Leadership: Established reputation with minimal competition in the region
- Digital Presence: Updating the website and implementing digital marketing strategies could drive additional client acquisition
- Service Diversification: Expanding into related practice areas, such as business succession planning, could generate additional revenue
- Community Engagement: Hosting estate planning and elder law seminars could strengthen referral networks and increase visibility
- Referral Network Expansion: Strengthening relationships with financial advisors, CPAs, and wealth managers could further enhance client acquisition and long-term business stability
Reason for Sale
After decades of successful practice, the current partners are preparing for retirement and are seeking the right successor to continue the firm’s legacy.
Transition Support
The current partners are committed to ensuring a smooth transition and will provide:
- Mentorship & Training: Onboarding guidance and legacy handoff available, tailored to buyer experience.
- Referral Network Introduction: Facilitation of professional connections to maintain business continuity
- Flexible Transition Period: Customizable support based on buyer needs
Terms & Structure
- Asking Price: Negotiable, based on terms and buyer qualifications
- Deal Structure: The deal terms can be tailored to fit the buyer’s situation, including potential seller financing or staged payouts.
Next Steps / Contact Information
This is a prime opportunity to acquire a thriving estate planning and trust administration firm in St. Paul. Interested parties are encouraged to contact us for more details and to discuss potential acquisition terms. If you are interested in this firm, please click here.
