Tax Preparation and Trust Management Company

The offering consists of the intellectual property of two trusts, hereinafter collectively referred to as the Company. The Company specializes in the sale, operation, and financial management of trusts. Through tax preparation and 24/7 professional assistance, the Company’s services focus on growing wealth, providing asset protection, and limiting tax liability.

Key Aspects
• Annual professional assistance fees provide a source of recurring revenue.
• The Company is well-established, with more than 40 years operating in a market with high barriers to entry.
• At approximately 95%, the Company has a high client retention rate.
• Staff members have a deep wealth of knowledge and extensive experience regarding spendthrift trusts.

Opportunities
• Identify and engage additional new clients, which ownership contends has the potential to dramatically increase revenue.
• Bring accounting and bookkeeping services back in-house.
• Offer services to all types of trusts.
• Implement a marketing and social media campaign to expand awareness of the Company across the United States to vastly increase trust sales, trust assistance services, and trust tax preparation.

Headquartered
• Southwest U.S

Current Markets
• The Company serves individual clients wishing to hold either a beneficial or business spendthrift trust and clients seeking financial assistance and management advice regarding their trusts. Clients are located across the United States as well as overseas.

Real Estate
• The Company operates from a 1,000 square-foot office, which is held by one of the two trusts comprising the Company. The office is available for lease or the Company may be operated remotely.

Shareholder Objectives
• The Company is managed by a single trustee who is seeking to spend more time with family. The trustee is equally open to either remaining with the Company in a greatly reduced capacity or to making an eventual full exit following a transition period. The trustee is open to a variety of deal structures in order to facilitate a transaction.