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 and qualified staff of eight – including the two current owners. The owners utilize each other’s personal strength to collectively oversee the day-to-day operations. Despite this, with new ownership, their roles can be restructured given that the purchaser steps in as owner/operator. This is further accommodated in the overall valuation, as an adjustment has been made to account for the replacement or outsourcing of some of the current owners' duties.
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.
Notes to Financials:
Cash Flow (SDE) and Gross Revenue are based on 2023 figures.
