Turnkey Fiduciary Services Firm — Twin Cities Metro
Not Disclosed, MN Not Disclosed
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- RE: Turnkey Fiduciary Services Firm — Twin Cities Metro
- Contact: Katie Black
Quick Facts
| Asking Price: | $450,000 | |
| Annual Revenue: | $320,940 | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | $272,257 | |
| Total Debt: | Not Disclosed | |
| FF&E: | Not Disclosed | |
| Real Estate: | Not Disclosed | |
| Year Established: | 2013 | |
| Employees: | 2 | |
| BBN Listing #: | 1009829 | |
| Broker Reference #: | 11810 MM KB |
Business Overview:
Rare opportunity to acquire a profitable, well-established fiduciary services practice with over 10 years in business, a sterling reputation, and a loyal book of 50+ active clients throughout the Twin Cities Metro.
Buyer Qualifications: Qualified buyers must live near the Twin Cities metro. Although the business is home-based, clients reside in the Twin Cities metro area.
Highlights:
- 10+ year operating history with proven track record
- Seller's discretionary earnings exceeding $250K
- Long-tenured client relationships producing stable, recurring revenue
- Significant growth runway — current owner is actively turning away new business
- Established processes, systems, and referral pipeline already in place
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.
Reason for Selling:
Retirement. Kindly ask the seller for more information.
Additional Details:
- The property is Leased.
- This is not homebased business opportunity.
- This is not a franchise resale opportunity
Documents:
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