bartlett

What bartlett does

Bartlett P.C. is a boutique professional services law firm founded in 2014 by Edward J. Bartlett, Jr. and headquartered at 1 Central Street, #37, Norwood, Massachusetts. The firm operates as a privately-held professional corporation and is small in headcount (1-10 employees), consisting of one founding shareholder/attorney, an executive director (Nancy J. Koury), and a paralegal. It provides legal counsel across four closely interconnected practice areas: corporate law, estate planning, real estate law, and tax law. The corporate practice handles M&A, joint ventures, debt and equity financing, and governance matters for privately-held businesses; the estate planning practice serves individuals and families on trust administration, wealth transfer, and tax-efficient planning; the real estate practice represents buyers, sellers, lenders, borrowers, landlords, and tenants in acquisitions, sales, leases, and like-kind exchanges; and the tax practice advises on federal and state tax issues tied to the other three practice areas.

The firm serves two primary client segments: closely-held businesses requiring complex transactional and governance counsel, and high-net-worth individuals and families seeking tax-informed estate planning. Its go-to-market motion is entirely sales-led and relationship-driven, relying on professional referrals from CPA firms and other law firms, direct relationships, and community reputation. There are no self-serve, product-led, or channel-driven distribution mechanisms, and no proprietary technology platform — the only third-party integration referenced is a client portal link to a tax preparation tool (My 1040 Data) on the tax practice page.

Revenue is generated through professional services fees for legal engagements, typically billed hourly or at fixed fees for defined matters, though specific rates are not publicly disclosed. The firm's core differentiation rests on the founding attorney's dual CPA-and-attorney background, which enables integrated tax-and-legal advisory across corporate, estate, real estate, and tax matters. The firm is founder-controlled with no institutional investment, parent company, or external ownership. It maintains a single office in Norwood, Massachusetts, serving clients in the Greater Boston metropolitan area and the Commonwealth of Massachusetts, with no disclosed international or out-of-state expansion.

Name

bartlett

Legal name

Bartlett P.C.

Website

https://bartlettpc.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Bartlett P.C. is a boutique Massachusetts law firm founded in 2014 that provides integrated corporate, estate planning, real estate, and tax law services to closely-held businesses and high-net-worth individuals in the Greater Boston area.

Ownership category

akta.pro rank

Product category

Legal Services

NAICS

Offices of Lawyers (541110)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Corporate & Commercial Law (BPAHAAAA)

akta.pro secondary industries

Family & Private Client (Trusts & Estates) Law (BPAHAAAK), Mergers & Acquisitions (M&A) & Securities Law (BPAHAAAI)

Keywords

• Corporate law services
• Estate planning law
• Real estate law
• Tax law advisory
• Boutique legal practice

Headquarters

HQ city

Norwood

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Others, Marketing or Sales

Revenue model

1. Legal Services Fees: Bartlett P.C. generates revenue through fees for legal services rendered across corporate, estate planning, real estate, and tax law practice areas. As a law firm serving closely-held businesses and individuals, revenue is derived from professional service engagements. No subscription, usage-based, or marketplace revenue models are indicated.

Go-to-market motion1 record

Distribution channels1 record

Core offering

Bartlett P.C. is a boutique law firm delivering integrated legal counsel across four practice areas: Corporate Law, Tax Law, Estate Planning, and Real Estate Law. The firm serves closely-held businesses and individuals requiring complex assistance with transactions, governance, wealth structuring, and multi-party real estate deals. Services are delivered directly by the firm's principals and billed as professional legal service engagements.

Product overview

Bartlett P.C. is a law firm offering legal services through four integrated practice areas: Corporate Law, Tax Law, Estate Planning, and Real Estate Law. The firm specializes in serving closely-held businesses and private clients, with practices closely interconnected—tax planning informs estate planning and corporate transactions, while real estate matters touch every aspect of their work. The firm was founded in 2014 by Edward J. Bartlett, Jr. and is based in Norwood, Massachusetts.

Differentiator

Problem solved

Functional benefit

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves3 records

Broad incumbents

• Murtha Cullina LLP: Larger full-service Connecticut/Massachusetts law firm with established practices in closely-held business, real estate, tax, and estate planning. Overlaps Bartlett's niche but at significantly greater scale and broader portfolio.
• Day Pitney LLP: Northeast US law firm with a particularly strong individual clients/closely-held business, trusts and estates, corporate, and real estate practice. A larger incumbent competing for the same HNW and closely-held business matters Bartlett targets.

Direct peers

• Rackemann, Sawyer & Brewster P.C. Boston boutique law firm with longstanding closely-held business, real estate, estate planning, and tax practices. Comparable in boutique scale, Massachusetts footprint, and cross-disciplinary tax/estate/real estate offering to Bartlett.
• Hemenway & Barnes LLP: Boston-based law and trust company serving closely-held businesses, families and nonprofits with deep practices in corporate, real estate, and estate planning. Directly comparable to Bartlett in client niche (closely-held enterprises, HNW individuals) and integrated multi-practice model.
• Krokidas & Bluestein LLP: Boston boutique firm focused on closely-held businesses, non-profits, and individuals with practices spanning M&A, corporate governance, real estate and estate planning. Direct competitor for the same privately-held business clients in the Greater Boston market.
• Conn Kavanaugh Rosenthal Peisch & Ford LLP: Boston boutique serving closely-held businesses, families and individuals across corporate, real estate, tax, and estate planning matters. Directly comparable in boutique scale, Massachusetts footprint, and integrated practice model.
• Hackett Feinberg P.C. Boston-area boutique law firm that is the direct predecessor entity to Bartlett P.C.; Executive Director Nancy J. Koury spent 16+ years there. Same closely-held business, corporate, tax, and estate-planning orientation and comparable boutique scale in the Massachusetts market.
• Mirick O'Connell: Massachusetts-based law firm with comparable closely-held business, real estate, estate planning and corporate practices. Overlaps Bartlett's client base and integrated multi-practice approach at modestly larger scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/bartlett-p-c-

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about bartlett