Well-Established Fiduciary Care Service Business

Business Overview:

For the past 38 years, this business has made a name for itself in Southern Arizona by providing a wide range of fiduciary services and assistance to the geriatric, seriously mentally ill and the developmentally disabled populations. Some of these service offerings include acting as Guardian, Conservator, Trustee, and Personal Representative for estates of the elderly. Additionally, the company offers expert care management services such as assessment, care planning, care management, placement, and medical advocacy.

This reputable business operates smoothly with an experienced staff of eight – including the two owners. The owners collectively oversee the day-to-day operations and hold the required Fiduciary Licenses that are necessary in operating this business.

The ideal candidate for this acquisition is an owner/operator who is currently a fiduciary or has experience in a related field/industry. This includes but is not limited to wealth/estate managers or legal advisors.

With a strong market share, great numbers, and a solid business outlook, this is an exceptional opportunity to acquire a business with a robust foundation and a proven track record of excellence in fiduciary and elderly care services.

IMPORTANT: A Fiduciary License is required in order to operate this business. The most ideal candidate is a licensed fiduciary or a candidate who understands the necessary qualifications of this license.

You can learn more about the Fiduciary License on the Arizona Supreme Court website.

Notes to Financials:
Cash Flow (SDE) and Gross Revenue are based on 2023 figures.

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Property Features and Assets:

The current leased facility is a 3,000 square foot office space that the business operates out of. If purchased by a strategic buyer, this company can be easily relocated. The assets included are the furniture, fixtures, and equipment that the office utilizes in daily operation.

Market Competition and Expansion:

The advocacy care and fiduciary services market is expanding due to an aging population and increased demand for quality care. This business has a strong reputation, offering comprehensive fiduciary care services with experienced staff and a loyal client base. The steady revenue and growing need for professional care services make it a promising opportunity.

Expanding its footprint through new clients and locations, diversifying services with wellness programs and medical equipment rental, and integrating new technology like telehealth and remote monitoring can drive growth. New ownership can leverage existing partnerships with healthcare providers and insurance companies. Strategic buyers can benefit from economies of scale and the company's established reputation.

Reason for Selling:

Additional Details:

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