The company provides comprehensive estate planning services, including will writing, probate, powers of attorney, trust protection, and inheritance tax advice.
Services are delivered by fully qualified consultants and regulated by the Society of Will Writers.
Our clients are now offering the business for sale to facilitate retirement plans and to pursue unrelated business interests.
Offers invited.
Company A achieved a turnover of £1.2m in YE24, with an adjusted EBITDA of £225k.
Company B generated a turnover of £941k in YE24, with an adjusted EBITDA of £273k
Has 11,600 active clients with 60,000 wills in storage, generating £300,000 in yearly storage fees.
Established a long-term partnership with a notable law firm, which contributes £250,000 in annual income.
Recently secured a lucrative probate case, with an estate value of £2m.
Significant opportunity to address market gap and attract a younger demographic, as 60% of UK adults do not possess a written will.
Achieved a 4.9-star rating on Trustpilot.
Operates within a buoyant market valued at £2.8 billion in 2024, expected to grow at a CAGR of 6.2% through to 2028.
- Asking Price:
- Undisclosed
- Turnover:
- £1M - £5M
- Net Profit:
- Undisclosed
Property Information
- Property:
-
Leasehold
