Corporate Financial Services Business

Beverly Hills, CA
Los Angeles County

Asking Price: Annual Revenue:
$2,999,000 $1,450,000

Services: Financial, Accounting, Insurance

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RE: Corporate Financial Services Business Broker: Chelsea Dixon

Quick Facts

Asking Price: $2,999,000
Annual Revenue: $1,450,000
Net Profit: $1,078,036
Cash Flow: Not Disclosed
Total Debt: Not Disclosed
FF&E: $12,000
Real Estate: Not Disclosed
Year Established: 2007
Employees: 1
BBN Listing #: 843462372
Broker Reference #: 130-20359

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Business Overview:

A turnkey, revolutionary financial services company located in the heart of Beverly Hills, California that has changed the small business funding paradigm forever. The 13-year-old business has a very well-known name brand, a respected reputation, and a first-class, seven-figure sales generating business model. This business occupies the top position within a highly competitive financial services niche market. The company provides unique, strategic business funding services as well as one-of-a-kind Executive Search and Placement Marketing Services to a sophisticated corporate client entrepreneurial market base. The sale includes a proprietary business model and copyrighted intellectual properties including a library of sales and marketing materials that have been developed by the sellers and are active and in play daily. The advertising campaigns are in place and the schedule is pre-programmed. The sales pitch scripts have been perfected over the years and proven to yield success. The contracts have been attorney-drafted, time tested and bulletproof. With a 3,500 plus client and potential client database, the contact list is priceless, lighting up the switchboards and generating $50,000-$100,000+ in average sales every time the business executes a sales campaign and clicks the “send button”. (Able to demonstrate this to a potential buyer). The business has cultivated a strong network of strategic relationships with accountants, bankers, lenders, sales agents, lawyers, and business professionals that allow the business to operate like a well-oiled machine. These relationships are highly valuable and have flourished over the past 13 years. All company revenue to date has been generated by incoming calls, and there is unlimited future profit potential for this unique financial services business. Growth may be realized by increasing advertising, additional staffing, implementing a cold calling initiative, utilizing social media, and offering more in-house services. One additional service can be immediately added “in-house” (by hiring 1-2 additional employees) for a very specific service that can be disclosed to a potential buyer. This additional service has been professionally estimated to generate an additional $1.4M-$1.7M annually and this one service offered in-house could easily more than double the yearly income and profit potential of the subject business. The existing inventory included in this sale has a wholesale value of about $500,000 and an estimated retail sales value of $1,250,000+. Also included in the sale price is FF&E of $12,000 and accounts receivables of approximately $1,697,597. The office is fully furnished and completely operational. The entire start to finish business operations program can be learned by the new owner in under two weeks. If additional guidance is needed the sellers are willing to enter into a limited consulting agreement with the new owner(s).

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Property Features and Assets:

This business has a leased location of 1,207 square feet with a total monthly rent of $5,380. The business is with 1 Independent Contractor. Hours of operation 9am-5pm Mon-Fri. Included in asking price are $500,000 Inventory, $1,697,597 Account Receivables and $12,000 Equipment and Fixtures.

Reason for Selling:


Additional Details:

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

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