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Trust and Estate Legal Practice with Extensive Client Base

Service Business
Sacramento County, CA
Asking Price:
$2,500,000.00
The total price the seller is asking for the business.
Listing Image

Business Overview

This established trust and estate planning firm offers a seasoned platform in the legal services sector, recognized throughout Sacramento County. Operating since 2003, the business manages an extensive portfolio of more than 3,000 clients, underscoring a sustained demand for specialized estate and trust advisory services. Situated in a professional leased office in a well-connected area, the firm benefits from a supportive team and enjoys a commendable reputation reflected by positive client feedback. The regional market presents limited professional competition, complemented by a dense and growing population, positioning the firm favorably for expansion. Capacity constraints signify tangible opportunities for a growth-oriented buyer to elevate market share and service offerings. The firm's financial stability is marked by strong revenue and a high cash flow margin, aligning with the premium nature of its legal services. Transition support is included to facilitate knowledge transfer and ease continuity for the incoming proprietor.

Original posting date: 2026-03-16

Facilities & Infrastructure

  • 2,000 square foot professional office space
  • Well-situated with easy client access
  • Support staff in place to assist operations
  • Active client management systems
  • Leased premises with monthly rent of $6,500

Property Highlights

  • Established client base ensures steady recurring engagement
  • Office location supports efficient client service delivery
  • Support staff enhances operational capacity
  • Presence in a low-competition, high-demand market

Key Business Facts

Cash Flow
$1,275,000
Net profit before taxes + owner’s salary + interest + depreciation. Shows total money available.
Gross Revenue
$1,600,000.00
Total annual business income before deducting expenses
EBITDA
N/A
Earnings before interest, taxes, depreciation, and amortization.
FF&E
$50,000
Furniture, fixtures, and equipment included in the sale (e.g., desks, kitchenware, machinery).
Year Established 2003
Employees N/A
Inventory
N/A
Value of unsold products, materials, or merchandise. If blank, the seller didn’t provide it.
Rent
$6,500.00 per Month
Figures presented are seller-provided or estimates and are not audited. Buyer to verify all information during diligence.

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Market Insights

Demographics (County)

Population Growth (5y) 4.90%
U.S. Avg. +4.1%
Median Household Income $88,724
U.S. Avg. $74,600
Median Age 37.20
U.S. Avg. 38.9
Bachelor’s Degree+ 33.28%
U.S. Avg. 38%

Economy

State GDP $3,204,016M
U.S. Avg. $28.8T
GDP YoY 1.80%
U.S. Avg. +2.4%
Unemployment 4.29%
U.S. Avg. 3.9%

Crime & Safety

Violent Crime / 100k 517
U.S. Avg. 380
Property Crime / 100k 2327
U.S. Avg. 1950
Note No safety note available
U.S. Census Bureau, U.S. Bureau of Economic Analysis, U.S. Bureau of Labor Statistics, FBI Crime Data Explorer.

Growth & Expansion

  • Opportunity to increase client services amid limited local competition
  • Leverage dense regional population for business development
  • Potential to expand service offerings or geographic reach

Operation & Support

  • Comprehensive training and transitional assistance offered for 6-12 months
  • All necessary licenses and permits maintained
  • Owner involvement consistent with active practice management
  • Seller financing available to qualified buyers
  • Owner selling due to health and family considerations

Lifestyle Fit

  • Ideal for buyers seeking an established legal services platform
  • Estimated owner commitment: Active Owner-Operator (40+ hours/week)
  • Best suited for professionals focused on client service and growth oversight
  • Established systems permit efficient daily workflow management

Process & Next Steps

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2. We’ll send available details about this listing and opportunities like it.

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Information deemed reliable but not guaranteed. Buyer to verify all information during due diligence.

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