Estate Planning & Elder Law Firm

Brevard County, FL
City View
Asking Price:$2,250,000
Gross Revenue:$2,000,000
Real Estate:$985,000
Cash Flow:$928,686
EBITDA:$564,952
Established Year:1991
BUSINESS DESCRIPTION

Serving Brevard County, Florida for three decades, this firm has established an impeccable reputation among clientele and built a trusted name based upon quality results for clients. Providing honest and reliable practice in estate planning, probate, trust administration, and elder law.

With three decades of estate planning expertise in a thriving community, their consistent outreach to former clients provides a consistent flow of new trust administration and probate matters. This growth, fueled by maturing estate plans, now generates well over half a million dollars annually just in probate and estate administrations.

This firm’s robust portfolio of currently active cases and a seller's discretionary earnings of approximately 55% consistently over the last three years, provide a lucrative acquisition with an immediate opportunity for consistent and predictable financial growth.

This firm is perfect for an established attorney looking to scale and/or acquire a firm with established systems and personnel to maintain existing revenue and help scale in a thriving market. Some of the most important features of this firm are:
Robust team
Established website search engine optimized with consistent (free) traffic drawing high-value prospects.
Written standard operating procedures and use of industry standard software systems.
Consistent and predictable financial growth.
Great location near an airport and beach.

Located on the Space Coast of Florida, there is a
satellite office in one of the country's fastest-growing planned communities for seniors. With a short drive to a smaller International airport and an hour to Orlando International Airport, this firm is located in a desirable, but not overcrowded portion of the coast.

This firm currently operates out of a 3,200-square-foot office space, also for sale at an additional price. Important to coastal Florida living, a new generator, and A/C units were replaced in 2022.


DETAILED INFORMATION
Location
Brevard County, FL
Inventory
Included in asking price
Real Estate
Owned
Building SF
3,200
Employees
8
Facilities
Building was appraised in 2024. .23-acre lot/10,000 square feet • Renovated 2022 with new A/C and generator. • 9 offices/conference rooms including; kitchen, receptionist location, plus extra purpose room for office, file room, or other use.
Growth & Expansion
Profit margin has expanded over 33% every year, consistently, for the last three years.
Financing
Firm has been pre-approved for an SBA loan through LiveOak.
Support & Training
Owner and professional legal administrator are willing to stay on after the sale to ensure a smooth transition.
Reason for Selling
Owner is retiring.
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Victoria
Collier
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Victoria Collier