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
Listed · Nov 4, 2026
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