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Business Services · Location undisclosed

Mid-Atlantic Elder Care Financial Advisory Firm

Main Street

Not disclosed

Asking price
Not disclosed
EBITDA
—
Revenue
—
Multiple
—
Margin
—

About this business

This established advisory firm focuses on long-term care financial planning, helping families protect their savings through a specialized asset protection process. With over 20 years of experience, the firm relies solely on inbound referrals and has built strong relationships in the healthcare and legal sectors.

  • Established over 20 years
  • 100% inbound referral model
  • Approximately 150–200 client engagements annually
  • Owner offers transitional support
  • Ideal for professionals in legal or healthcare industries

Business details

Category
Business Services
Business type
Main Street

Listing history

  1. Listed · Nov 4, 2026

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