Mid-Atlantic Elder Care Financial Advisory Firm - Business for Sale
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Elder Care Financial Advisory Firm in Charleston, WV
Charleston, WV, US
Added today
Financial Services specializing in elder care planning
23 years in business
This Charleston, WV-based firm provides elder care financial advisory services focused on long-term care planning and asset protection, operating exclusively via inbound referrals and established relationships in the healthcare and legal sectors.
Key Information
Asking
$8.3M
Revenue
$2.2M
Earnings
$1.9M
Multiple
4.4x
Key Highlights
- Years established: 23
- Client volume: approximately 150–200 engagements per year
- Business model: flat upfront fee per engagement plus ancillary financial product commissions
- Operates on a 100% inbound referral model with zero advertising spend
Contact Info
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