Seller's Contact Information

  • RE:  SC: Highly Profitable Financial Services Business
  • Contact:  Charles Burke
Listing Update!
Update: SC: Highly Profitable Financial Services Business is no longer available. We’ve included some similar active listings below that you may be interested in. You can also explore similar listings in the Services: Financial, Accounting, Insurance Industry.

Business Overview:

Highly profitable financial services business located in the busy heart of Charleston, SC. Primarily functioning as a local business brokerage firm, the primary source of revenue for the company comes from consulting fees and business transaction commissions that come after assisting local business sellers throughout the process of confidentially selling their company to qualified buyers. Business has a very steady demand of eager clients and specializes in M&A transactions, business valuations, consulting. Business has an extraordinarily consistent marketing engine that has kept motivated clients coming through the doors for decades.

Business is priced to sell and unlike any other financial firms in the area. Please reach out to the listing agent for more information today!

Property Features and Assets:

This is a home based firm and provides the owner an opportunity to be able to set their own schedule so long as they don't mind the frequent phone calls from clients throughout the week. There are very few physical assets as the business runs a very lean sales-oriented model, although one could definitely grow the company into an office space and scale profitability by hiring more employees over time.

Market Competition and Expansion:

Competition in this industry is extremely low and growth potential is high. This is a highly resilient business model and has a proven track-record of consistent performance even throughout times of economic strain, such as the COVID-19 pandemic.

Reason for Selling:

Available Upon Request. Kindly ask the seller for more information.

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:

Opportunity Update!

Exciting update: SC: Highly Profitable Financial Services Business has a new owner due to high interest! More opportunities await. Explore our site for other listings or sign up here for email alerts. Find your perfect business opportunity today!

Featured Listing
Asking Price: Not Disclosed

Well Established CPA Firm in SLO CA

San Luis Obispo, CA
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Digital Gift Card and Mobile Payments Platform

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PRE-REVENUE DIGITAL GIFT CARD EXCHANGE PLATFORM (TURNKEY INFRASTRUCTURE ASSET) Digital gift card platform which enables users to exchange purchased or received gift cards. Send and receive digital gift cards across a wide network of major U.S. brands, including national retailers, restaurants, and consumer services. The platform’s core differentiator is its flexible exchange feature, allowing recipients to swap unwanted gift cards for alternatives they prefer. This creates a “regret-free gifting” experience that increases redemption rates and improves end-user satisfaction compared to traditional single-brand gift card models. The system includes a consumer-facing web and mobile experience, backend gift card distribution integrations, fraud prevention tooling, and a scalable architecture designed to support both B2C and potential B2B use cases such as corporate rewards, incentives, and promotional campaigns. Positioned as a turnkey digital gifting infrastructure asset that could be leveraged by fintech companies, loyalty platforms, marketplaces, or marketing technology providers looking to expand into digital value distribution without building the stack from scratch. Assets include brand trademarks, platform codebase, domain assets, and existing supplier integrations. NDA AND PROOF-OF-FUNDS REQUIRED TO ACCESS CONFIDENTIAL INFORMATION.

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