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  • RE:  B2B Concierge Services Company
  • Contact:  Calder Capital
Owner Financing is Available!
Limited Seller-Financing Available for Qualified Buyers.

Quick Facts

Asking Price: Not Disclosed
Annual Revenue: $7,937,597
Net Profit: Not Disclosed
Cash Flow: $975,901
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: Not Disclosed
Employees: 135
BBN Listing #: 995583
Broker Reference #: 309

Email or Print Listing

Business Overview:

Headquartered in Ohio, the Company is a premier provider of concierge services to businesses nationwide. With a strong focus on the healthcare and corporate sectors, the Company delivers a blend of in-person and digital concierge solutions, each tailored to meet the unique needs of its clients. This high-touch, customized approach ensures that each engagement is aligned with client expectations and delivers meaningful value.

The Company distinguishes itself through continuous investment in both talent and technology, delivering professional service with a personalized feel. Its proprietary mobile app enables customers to request services anytime, anywhere, enhancing convenience and accessibility. Notably, the Company maintains a 100% contractually recurring revenue base, providing strong visibility into future cash flows and supporting long-term profitability.

The current owner is pursuing retirement and seeking a buyer who shares the Company’s people-centered values and can continue to grow its established brand. While the Company leases a small office from an unrelated third party for select back-office operations, it primarily operates through a remote model, offering scalability and flexibility for future growth.

Buyers will be required to have a minimum of $350,000 in liquid funds to be considered for this opportunity.


Thank you for reading this overview. The extent of the information that we are publicly permitted to reveal about this opportunity is contained in this overview. Please submit your contact information in the provided form. We have automated the processing of NDAs and sending of information for speed and efficiency. You will be sent a link to our online NDA. IF YOU DO NOT RECEIVE THE NDA LINK, PLEASE CHECK YOUR JUNK MAIL.

Once we receive your NDA and answers to some basic questions, the Confidential Information Memorandum (CIM) will be sent to you by the project manager.

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Property Features and Assets:

The Company maintains limited office space rented from an unrelated third party.

Total Building Size: ~3,111 square feet

Market Competition and Expansion:

Investment Highlights Include:

1.     Strategic Distinction in Technology and Training

2.     Evergreen Service Excellence

3.     Attractively Serviced End Industries

4.     Contractually Secured Sales


Growth Opportunities Include:

1.     Further Growth of Existing Services

2.     Expand Serviced Industries

3.     Growing External Sales Efforts

4.     Offering Alternative Pricing Options

Reason for Selling:

Ownership is looking to divest from the Company to retire. Kindly ask the seller for more information.

Additional Details:

  • The property is Leased.
  • The owner is willing to train/assist the new owner.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

Documents:

Relevant Links:

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