Reputable Law Firm Specializing in Estate and Business Matters

This well-established law practice, operational since 1992, focuses on estate planning, probate, tax planning, and business law. With over thirty years of experience, it has gained prominence in the Greater New Haven area, catering to high-net-worth clients, business owners, and fiduciaries through a solid network of referrals. The firm boasts a diverse revenue stream, primarily from estate planning (46%), estate administration (27%), and trust administration (16%), ensuring both transactional and recurring income. Its mature trust portfolio contributes to steady revenue, while estate planning leads to future estate administration opportunities. Financially robust, the firm reported approximately $1.53 million in revenue and $665,000 in adjusted EBITDA, reflecting a 43.4% margin. After recent operational adjustments, the practice has resumed consistent growth, supported by an experienced team, efficient systems, and modern technology. The increasing demand for estate services due to demographic shifts further enhances growth prospects. The current owner is looking to retire but is open to a flexible transition period to maintain client relationships. Additionally, the office real estate is available for sale as part of the business acquisition.