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Profitable Asset Protection & Wealth Planning Business - Wills, Lasting Powers of Attorney & Trusts

West Midlands

Advert ref: 1043JRK

Business Partnership is pleased to bring to market this long-established and profitable partnership which provides asset protection services to private clients in the form of Wills, Lasting Powers of Attorney and Trusts; along with Court of Protection work, Probate, Severance of Tenancy and document storage.

The partnership was established in 2011 and has been profitable since inception. The 2 partners provide a personal service to over 1,500 private clients, ensuring assets are protected and that wealth is passed on during a client's lifetime or, in the event of death, in the most efficient way.

In addition, the business provides storage services to 677 clients (and rising) currently, which provides an on-going, repeat revenue stream of c£22k per annum.

Total revenues for year-ended March 2020 were c£180k, with an adjusted  profit of just over £113k. Seller's Discretionary Income averaged c£90k over the past 3 trading periods.

The partners are planning to retire and this business would be ideal for new owner-managers who have the relevant experience and qualifications, or would be a profitable bolt-on to another, similar business.


Key features:

  • Wealth planning & asset protection services to over 1,500 private clients
  • Services include Wills, Lasting Powers of Attorney, Trusts, Probate, Document Storage, etc.
  • Sales IRO £180,000 in 2020, with Seller's Discretionary Income of c£113k
  • Document Storage service to 677 clients generates an on-going and repeat revenue stream of c£22k per annum
  • Retirement Sale - ideal opportunity for new owner managers, or bolt-on to existing, similar business
  • This business is easily relocatable

Property Details:
Asking Price: Offers Invited
Turnover: £180,000 Annual
Location:

West Midlands

Premises Details:

The business operates out of a serviced office, so can easily be relocated.

Relocatable: Yes
Reason For Selling:
This is a genuine retirement sale.

Profitable Asset Protection & Wealth Planning Business - Wills, Lasting Powers of Attorney & Trusts  West Midlands

Financial Details

  • Turnover: £180,000 Annual
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