The company offers a broad range of estate planning services, providing personalised support to over 120,000 people since its foundation, and earning an excellent reputation as a provider of dependable, personalised advice and assistance.

Operating nationally, the company has developed a highly skilled and dependable team of paralegals based across the UK and maintains a strong track record of successful client acquisition, having implemented a cohesive multi-channel marketing strategy that plays a key role in its continued expansion and produces a diverse revenue stream.

Our clients are now offering the company for sale to support their pursuit of alternative, unrelated ventures, whilst supporting its continued growth.

Key Highlights

– Core services offered by the company include will writing, power of attorney and estate administration, with the wide-ranging expertise held by its team enabling it to provide a high standard of support for a variety of clients.

– The company has achieved significant growth through assertive strategic planning in marketing and diversification, with continual investment in proven activities driving its ongoing expansion.

– Works with clients based across England and Wales, predominantly providing its services to home-owning individuals aged 50 years and over.

– Maintains a significant database of active clients and qualified leads, comprising over 215,000 individuals, providing a wealth of upselling opportunities.

– Long-standing and driven management team in place, possessing the skills and expertise required to manage and grow the business on an independent basis.

– Operates from ideally positioned premises in the West Midlands, with staff based nationwide to support clients located across the UK.

Financial Highlights

– Achieved turnover in excess of £4.7 million in YE23, with an adjusted EBITDA of £410k.

– Turnover is projected to increase to £5.4 million in YE24, with adjusted EBITDA also anticipated to rise to £485k.

– Benefits from a significant client base, which continues to grow on a daily basis, meaning that the business has no reliance on any key accounts.

– Turnover has continued to rise year-on-year throughout the company’s time in operation, increasing by 48% since YE19.

– The company holds circa 18,500 agreements for guaranteed price estate administration, which, with an average fee of £2,000, exposes it to future projected gross income of £37 million.

– Following recent investment in additional staff, the company intends to pursue a higher volume of upselling opportunities. It is anticipated that, based on a 25% success rate, such activities could generate revenue of £23.8 million.