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Mid-Atlantic Elder Care Financial Advisory Firm

First seen Oct 13, 2026 · last checked 3 hours ago

Asking price
$8,300,000
Annual profit
$1,904,911
Annual revenue
$2,235,573
Profit multiple
4.36x
Monthly profit
$158,743
Age
-

Confidence in this listing

Enough to judge the shape of it, not enough to price it.

61/100

What is documented
  • Profit figure published
  • Figures are internally consistent
  • Net margin 85%
What to ask about
  • Seller-declared, unverified
  • Age not stated
  • First seen here in the last few days

This scores the paperwork, not the business. Business Exits: seller-declared, unverified. Always verify the figures with the seller before making an offer.

Overview

Established over two decades ago, this highly profitable mid-Atlantic advisory firm specializes in helping families navigate long-term care financial planning, protecting life savings through a proven asset protection process. The business operates on a 100% inbound referral model with zero advertising spend, supported by deep, long-standing relationships across the healthcare and legal communities built over

Price & status history

  1. ListedOct 13, 2026

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