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- RE: Established B2B Advisory & Professional Services
- Contact: Rick Carlson
- License #: 1820673
Quick Facts
| Asking Price: | $5,000,000 | |
| Annual Revenue: | Not Disclosed | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | $3,000,000 | |
| Total Debt: | Not Disclosed | |
| FF&E: | Not Disclosed | |
| Real Estate: | Not Disclosed | |
| Year Established: | 1990 | |
| Employees: | 15 | |
| BBN Listing #: | 1017564 | |
| Broker Reference #: | 1523 I-BANK |
Business Overview:
The Company is a U.S.-based B2B professional services business providing analytical, strategic, and financial advisory support to corporate and institutional clients. Assignments can include financial analysis, valuation support, strategic planning, market and industry research, transaction readiness, diligence coordination, project management, and related advisory work. The business is supported by experienced professionals, established internal workflows, and scalable administrative infrastructure. Revenue is generated through client engagements with varying scopes and durations. Growth opportunities include expanded business development, additional professional capacity, deeper penetration of existing relationships, and complementary services. Information regarding industry focus, service concentration, client mix, personnel, organizational structure, detailed financial performance, and other identifying operating characteristics will be provided following NDA.
NDA is required to receive a comprehensive Confidential Information Memorandum (CIM) prepared by ProNova Partners.
Contact the Seller:
To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button (above Quick Facts) and when you are done searching and have made all your selections, simply click on the REQUEST FREE INFO button at the bottom of this page.
Property Features and Assets:
Facilities: U.S.-based operations; specific locations disclosed following NDA.
Market Competition and Expansion:
Growth & Expansion: Opportunity to expand business development, client coverage, team capacity, and complementary advisory services.
Reason for Selling:
Ownership is evaluating a potential transition and strategic transaction. 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
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