Professional Fiduciary with Rare and Unique Clients
California
| Asking Price: | $435,000 |
| Established Year: | 2017 |
| Gross Revenue: | $439,139 |
Listing ID: 2269055Listing provided by BizBuySell
BUSINESS DESCRIPTION
This professional fiduciary business, established in 2017, boasts a robust client base across California. Specializing in managing the financial affairs of individuals, this business has developed a reputation for reliability and exceptional service. The business operates with a dedicated team and a strong presence in the professional fiduciary industry.
DETAILED INFORMATION
Location
Relocatable
Inventory
Not Included in asking price
Real Estate
Leased
Employees
6
Facilities
The business operates out of a well-appointed office building with flexible leasing terms. The facility includes one private office, two workstations, a co-working space, and access to a meeting room.
Competition
The professional fiduciary industry is both competitive and rewarding. This business stands out due to its long-standing client relationships and exceptional service record. With a solid foundation and a reputation for excellence, this business is well-positioned to continue thriving in a competitive market.
Growth & Expansion
There is significant potential for growth by expanding services to new geographic areas, increasing marketing efforts, and enhancing digital presence. The business can also grow by forming strategic partnerships and leveraging technology to streamline operations. With the existing strong client base and industry reputation, the new owner can achieve substantial growth with the right strategies. ?
Support & Training
Will train for 2 weeks @ $0 cost.
Reason for Selling
The owner is seeking to sell the business due to personal reasons.
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