KY: Highly Profitable Financial Services Business

Louisville, KY
Jefferson County


Asking Price: Annual Revenue:
$65,000 $420,000

Services: Financial, Accounting, Insurance


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RE: KY: Highly Profitable Financial Services Business Broker: Charles Burke

Quick Facts

Asking Price: $65,000
Annual Revenue: $420,000
Net Profit: $315,000
Cash Flow: $315,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2001
Employees: Not Disclosed
BBN Listing #: 863762666
Broker Reference #: Not Disclosed

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Business Overview:

Highly profitable financial services business located right in the heart of Louisville. 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!

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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 COVID-19,

Reason for Selling:

Available Upon Request

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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