Top Financial Services Company with Huge Revenue

New York, NY
New York County

Asking Price: Annual Revenue:
$4,995,000 $3,100,000

Services: Professional

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RE: Top Financial Services Company with Huge Revenue Broker: Mel Lisiten
Owner Financing is Available!

Quick Facts

Asking Price: $4,995,000
Annual Revenue: $3,100,000
Net Profit: Not Disclosed
Cash Flow: $900,000
Total Debt: Not Disclosed
FF&E: $5,000
Real Estate: Not Disclosed
Year Established: 1992
Employees: 6
BBN Listing #: 37355287
Broker Reference #: CNY1110813

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Business Overview:

Business Description:
USING A PATENT PENDING BUSINESS MODEL AND FORMULAS, THIS FINANCIAL CONSULTING FIRM SPECIALIZES IN CORPORATE INCENTIVES, REFUNDS, AND REBATING. Utilizing Federal, State, and Local Government incentives, they help companies, including multiple publicly traded and multinational companies; recoup all sorts of monetary benefits.

Their services include, but are not limited to:

· Operating expense analysis

· Utility bill analysis

· Work opportunity credits

· Cost segregation analysis

· Research and development credit

· Industrial and Commercial incentive programs

· Energy cost savings program credits

· Area development rates

· Business incentive rates

· Co-generation turnkey operations

· Deregulated gas and electricity supply

· Manufacturing business credits

· Investment credits

· Predominant use analysis

· Sales tax credits

· Power for jobs

· Employee credits

· Wage credits

· Empire Zone credits

· Solar installation

Large rolodex of repeat corporate partners ensures success.

Untapped marketplace that can be easily scaled to a much larger revenue base.

Turn-key business ready for someone to step right in and not miss a beat.

Historical Summary:
Started in 1992, this firm focused primarily on utility reduction services.

Since then they have grown to include all sorts of federal, state, and local government incentives.

With an ever growing client base, including listed NYSE, NASDAQ, and multinational companies, they continue to grow year over year.

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Market Competition and Expansion:

Very little due to unique business plan and Patent pending business model.

Reason for Selling:


Additional Details:

  • The property is leased.
  • The owner is not 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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