Business Description
Established over two decades ago, this highly profitable mid-Atlantic advisory firm specializes in helping families navigate long-term care financial planning, protecting life savings through a proven asset protection process. The business operates on a 100% inbound referral model with zero advertising spend, supported by deep, long-standing relationships across the healthcare and legal communities built over more than 20 years.
- Client Volume: Approximately 150–200 engagements per year
- Revenue Model: Flat upfront fee per engagement plus ancillary financial product commissions
- Case Turnaround: Significantly faster than industry norm
- Regulatory Stability: Core practice area has seen no material regulatory changes in nearly 20 years
- Transition: Owner willing to sign non-compete and provide negotiable transition support
- Ideal Buyer: Legal, financial, or healthcare-adjacent professional or organization
