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Profitable Home-Based Financial Services Business in Two States

Florida

Seller Financing Available

listing image
Asking Price:$1,050,000
Gross Revenue:$601,975
FF&E:$166,394
Cash Flow:$333,067
EBITDA:$187,942
Established Year:2020
Listing ID: 2271825Listing provided by BizBuySell
BUSINESS DESCRIPTION

Client-Centered Financial Services Firm
This is a unique opportunity to acquire a well-established, profitable financial services business that operates nationwide. They have hubs in California and Florida.

With a strong focus on honesty, transparency, and consistent client engagement, they have built a loyal client base of 700-900 clients annually, with an average of 2.5-3 policies per client. The business has a solid reputation, particularly within the public service sector, and holds unique contracts with top-tier insurance companies.

The company’s streamlined service delivery process ensures high client satisfaction, setting it apart in terms of operational efficiency. This home-based business can be managed from anywhere, offering flexibility and minimal overhead costs.

This business has experienced consistent growth, demonstrating strong cash flow with a 54% seller’s discretionary earnings to revenue ratio.

DETAILED INFORMATION
Location
Florida
Inventory
Not Included in asking price
Employees
4
Furnitures, Fixture & Equipment(FF&E)
Included in Asking Price
Facilities
This is a home-based business with no need for physical office space, allowing the new owner to manage operations from any location. (Home Based)
Competition
The business stands out in a competitive market due to its strong client relationships, annual reviews, and a robust educational approach that ensures clients are well informed about their financial options. The business benefits from a strong reputation based on its honesty, education, transparency, and white-glove experience.
Growth & Expansion
The business is positioned for further expansion, with opportunities to deepen relationships with existing clients and explore untapped market segments. The recession-proof nature of the products and the potential for increased digital presence provide ample room for future growth.
Financing
5% of purchase price.
Support & Training
The current owners are committed to ensuring a smooth transition and are willing to provide support and training for up to 12 months, as needed by the new owner. This will include hands-on guidance in managing all aspects of the business operations and client relations.
Reason for Selling
On to a new adventure.
Home-Based
This business is Home-Based
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Regan Tritler
Mohr Partners
Phone Number
Regan Tritler
Call Phone