Profitable Fiduciary (Accounting/Bookkeeping) Firm

Not Disclosed, CO


Asking Price: Annual Revenue:
$999,999 $311,801

Services: Financial, Accounting, Insurance


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RE: Profitable Fiduciary (Accounting/Bookkeeping) Firm Broker: Erik Porter

Quick Facts

Asking Price: $999,999
Annual Revenue: $311,801
Net Profit: Not Disclosed
Cash Flow: $796,537
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: Not Disclosed
Employees: 5
BBN Listing #: 8882708
Broker Reference #: 5515

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Business Overview:

This well established and highly respected professional fiduciary company has served individuals all over the country. Primarily serving senior citizens, persons with disabilities, minor children, trust beneficiaries, affluent families, and busy professionals, this Company provides fiduciary services including trust and estate administration, financial POA and conservatorships in addition to bookkeeping and asset management services to individuals who need or want assistance managing their day to day financial affairs. Additionally, they offer support services, daily money management and consulting to families and other professionals who are serving in this capacity. This company is stable and has never been significantly affected by recessions, the stock market or COVID. This business has major growth opportunity, has never had debt, is profitable and consistently cash flows . This is a unique and growing industry with very little competition. This business is a great candidate for an SBA loan with as little as 10% down. This is an excellent acquisition opportunity for the right person or company who wants to expand its current revenue, service offerings, client base and /or geographic footprint. This is a business owners dream opportunity and the current owner is looking forward to transitioning the business to a qualified purchaser.

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Reason for Selling:

Retirement

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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