Mid-Atlantic Elder Care Financial Advisory Firm
Elder Care Financial Advisory Firm in the Mid-Atlantic
On NextCompany since October 27, 2026 (1 day)
Location undisclosed
Business overview
This Mid-Atlantic advisory firm helps families plan for long-term care and protect assets. It has operated for over two decades and handles approximately 150-200 engagements annually. Inbound referrals bring in all clients, and the firm spends nothing on advertising. Clients pay a flat upfront fee; ancillary financial products generate commissions. The asking price is $8,300,000, with $2,235,573 in revenue and $1,904,911 in cash flow. The owner will sign a non-compete and discuss transition support.
Who is a good fit for this business
- Buyers with financial advisory experience seeking a practice focused on long-term care planning and asset protection.
- Operators seeking an advisory practice that handles approximately 150-200 engagements annually through inbound referrals.
- Acquirers seeking a practice that charges upfront fees and earns ancillary financial product commissions.
Details
Frequently Asked Questions
The firm helps families plan for long-term care costs and protect assets. It serves clients in the Mid-Atlantic region.
The firm receives all its clients through inbound referrals and spends nothing on advertising. It handles approximately 150-200 engagements annually.
The firm charges clients a flat upfront fee. It also earns commissions from ancillary financial products.
The asking price is $8,300,000. The firm reports $2,235,573 in revenue and $1,904,911 in cash flow.
The owner will sign a non-compete. The owner also offers negotiable transition support.