Mid-Atlantic Elder Care Financial Advisory Firm
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.
Income
$1,904,911 (2025)
Multiple
4.3x
Transition
Owner willing to sign non-compete and provide negotiable transition support
Ideal Buyer
Legal, financial, or healthcare-adjacent professional or organization
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
Financials
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