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Wills, Probate And Estate Administration Firm In Central Oxford
Oxford, Oxfordshire, South EastIdentity protected
Available
About this business
Writing wills, setting up lasting powers of attorney and administering estates are the core of this Oxford firm, alongside trust work for families. It employs 24 people in leased offices in Oxford city centre and was formed in 2021.
Fee income has grown gently from £2.02m to £2.15m, and adjusted EBITDA has climbed steadily to £479k from £377k, a margin of 22%. Net profit is £418k. Probate work often follows wills written years earlier, which gives the practice a long pipeline. The asking price is £2.85m.
Key investment highlights
- Margin of 22% on £2.15m fees
- Wills, attorneys, probate and trusts
- Team of 24
- Leased offices in central Oxford
Reason for sale
The founding partners are retiring and selling the practice as a whole.
Nothing flagged on the two questions buyers ask first
No flagRevenue going backwards and one client being too much of it are the two things that end most deals in due diligence. Both are shown here up front, from the figures the seller supplied.
- Revenue directionNo flag
Turnover rose +2.6% in 2026.
- 2021: baseline
- 2022 (+0.6%)
- 2023 (+1.8%)
- 2024 (+0.8%)
- 2025 (+0.5%)
- 2026 (+2.6%)
6 years of turnover, 2021 to 2026, as supplied by the seller.
- Client concentrationNot stated
The seller has not declared what share of revenue the largest clients represent.
No declaration supplied. Client concentration cannot be derived from accounts.
EBITDA margin widened from 18.7% in 2021 to 22.3% in 2026.
These are observations from the supplied figures, not a view on whether this business is worth buying. Nothing here predicts an outcome.
Computing valuation...
What happens next
Submit an enquiry to the seller. Once they approve it, you sign a non-disclosure agreement and gain access to the information memorandum, the financials and a secure deal room with the seller.