Tupelo Data Room
Legal Services & Law Firms, Other Service Businesses
Active

Established Expert Network

Austin, Texas, United States
Asking Price$440,000
Revenue$711,122
EBITDA-
Cash Flow$166,166
Description
This established, asset-light business connects attorneys and law firms with qualified insurance-industry professionals who serve as expert witnesses and consultants in complex litigation. The company manages the process from the initial inquiry through expert matching, introductions, engagement administration, billing and ongoing case support. The business currently has approximately 60 active cases and historically adds an estimated four to five new matters per month. Since 2023, average lifetime billing has been approximately $27,000 per case. Revenue is diversified across numerous law firms and matters, with the four largest firms representing only approximately 16% of active cases. Operations are remote and supported by established systems, including a proprietary expert database, case-management processes and cloud-based communication, accounting and marketing platforms. A knowledgeable, long-term employee manages inquiries, database administration, expert matching and introductions. Additional offshore support provides backup capacity and creates an opportunity to further document and delegate routine responsibilities. This business may be well suited for an absentee or semi-absentee owner who wants to provide executive oversight while retaining the existing operating structure. The current owner’s day-to-day involvement is limited, although responsive oversight and relationship management remain important. For a hands-on owner, the growth opportunity could be substantial. An engaged operator could expand relationships with litigation firms, improve digital marketing and outbound business development, recruit additional experts, strengthen follow-up with prior clients and build referral partnerships within complementary legal practice areas. The company’s existing case flow, expert network, operating systems and low-overhead model provide a strong foundation from which an energetic owner could meaningfully grow the business. The ideal buyer may be an attorney, insurance professional, expert-witness organization, legal-services company, entrepreneur or strategic acquirer seeking a scalable service business with recurring case activity and limited fixed overhead. The current operating team can provide continuity, and transition assistance can be structured to transfer the company’s relationships, processes and institutional knowledge. This is a compelling opportunity to acquire an established platform that can either continue producing under professional management or blossom under the leadership of an owner who wants to actively pursue its considerable growth potential.
Business is
Absentee Owner
Relocatable
Home Based
Number of EmployeesPart-Time: 1
Year Established
2005
Reason Selling
Owner used this business to support a related insurance consulting business that was sold in 2023. This business remained separately owned and is now a non-core holding. The owner believes it would benefit from a more focused buyer who can actively pursue its growth opportunities.
Facilities & Assets
Business operates remotely and does not require a dedicated physical facility, making the business highly portable and asset-light. The principal transferable assets are its established brand and website/domain, expert and case-management database in Trello, HighLevel CRM containing approximately 75,000 attorney contacts and campaign history, RingCentral phone system, QuickBooks Online environment, SEO/content assets, expert profiles, operating procedures, and related business records. These systems, databases and digital assets are intended to transfer with the business, subject to the definitive purchase agreement.
Support & Training
Seller will provide reasonable transition support to facilitate an orderly transfer of the business. The long-tenured operating manager, who has been with the business for approximately 20 years, may be available to remain for roughly 6–12 months to train a new owner or replacement operator, subject to agreement. The current owner is also available during the transition to explain relationships, workflow, systems, and business practices. In addition, a Colombia-based resource is already being cross-trained on intake, expert matching, and administrative processes, providing a potential low-cost continuity option for a buyer.
Market & Competition
Business serves a specialized nationwide niche within the broader expert-witness market, focusing on insurance-related litigation for plaintiff and defense attorneys. Core demand comes from insurance coverage, bad faith, E&O, D&O, agent/broker liability and complex commercial matters, with expansion opportunities in property, construction, trucking, cyber and other insurance lines. Competition includes larger, broader expert-witness firms such as Bates and other national referral platforms. The business differentiates through its insurance specialization, long operating history, established expert roster, speed of response and a proprietary attorney database of approximately 75,000 contacts.
Growth Opportunities
Business has multiple identifiable growth opportunities that have received limited owner attention. A focused buyer could expand digital marketing through SEO, paid search, content, and better segmentation of its approximately 75,000-attorney database; attend insurance-litigation conferences and trade shows; and broaden outreach beyond its traditional D&O, E&O and bad-faith focus into property, construction, trucking, cyber and other insurance specialties. Additional upside may come from expanding the expert roster, adding adjacent expert-witness verticals, improving attorney follow-up, and automating intake and expert matching with AI-enabled workflows. Management believes the platform can support materially greater case volume with relatively modest incremental overhead.
Financing Options
Seller financing is available.Partial financing could be available

Business listed by

Griggs Business Brokers

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