Rarely Offered Profitable Fiduciary For Sale

Relocatable, CA Not Disclosed

Asking Price: $219,000

Annual Revenue: $208,099

Services: Professional

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Rarely Offered Profitable Fiduciary for Sale

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RE: Rarely Offered Profitable Fiduciary For Sale
Contact: Terry Watts
License #: DRE#02191771

Quick Facts

	Asking Price:	$219,000
	Annual Revenue:	$208,099
	Net Profit:	Not Disclosed
	Cash Flow:	$195,615
	Total Debt:	Not Disclosed
	FF&E:	Not Disclosed
	Real Estate:	Not Disclosed
	Year Established:	2012
	Employees:	Not Disclosed
	BBN Listing #:	934977
	Broker Reference #:	7005-18080

Email or Print Listing

Business Overview:

Provides ethical financial services, managing trusts, estates, and investments with the utmost integrity. Their client-centric approach ensures personalized solutions, building trust through transparency. As industry leaders, they navigate complex financial landscapes, fostering long-term success and security for their clients.

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Property Features and Assets:

This business is ran from the seller's home.

Market Competition and Expansion:

Intense local competition presents challenges and opportunities but this business stand out, because they focus on specialization, trust-building, technology integration, and competitive pricing.The fiduciary business holds significant growth potential due to increasing demand for trustworthy fiduciary services. As individuals and businesses prioritize prudent financial management, the fiduciary sector stands poised for expansion, driven by a growing awareness of the value of professional fiduciary expertise and ethical financial stewardship.

Reason for Selling:

Would like to venture into other opportunities.

Additional Details:

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

Relevant Links:

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