Listing Number: 9525-893563
Description
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.
Listing Details
- Price: $750,000
- Down Payment: $150,000
- Sellers Discretionary Earnings: $311,000
- Total Sales: $400,000
- Location: District of Columbia
- Inventory: $0
- FF&E: $5,000
- Employees:
- Reason for Selling: Retirement
- Category: Business Services
Contact Agent:

- Derek Grayer
- Phone: (703) 539-0399
- Email: dgrayer@tworld.com