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  • RE:  Nationally Recognized Philanthropy Advisory Firm
  • Contact:  Joe Vagnone

Quick Facts

Asking Price: $97,500
Annual Revenue: $88,338
Net Profit: Not Disclosed
Cash Flow: Not Disclosed
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2017
Employees: Not Disclosed
BBN Listing #: 1007267
Broker Reference #: CONSULT2

Email or Print Listing

Business Overview:

Nationally recognized philanthropy consulting practice serving foundations, grantmakers, and high-net-worth individuals. Founded by a respected sector leader and former foundation executive, this firm is known for practical, field?informed insights and deep expertise in rural philanthropy, community health, and community development.

With a strong reputation, decades-long client relationships, and a valuable intellectual property portfolio, this is a rare opportunity to acquire a turnkey, mission driven advisory business with national visibility.

Highlights

*Established Market Credibility: Longstanding national presence through published reports, speaking engagements, and field?building initiatives. Highly regarded principal consultant with deep networks across regional and national funders.

*Specialized Services:
Foundation and grantmaking strategy
Portfolio design & alignment
Rural and place?based philanthropy advising
Community health strategies
Board development & governance training
Foundation staff coaching
Meeting facilitation & interim leadership

*Diverse, Loyal Client Base: Includes conversion foundations, health funders, family philanthropies, and philanthropic associations. Many engagements include board?level advising and research projects.

Included Intellectual Property

*10 exclusive web domains supporting brand expansion and digital product development
*Curated, high?value mailing lists spanning philanthropy, rural health, and community development
*Federally registered logo & design
*Portfolio of influential guides, frameworks & white papers (ideal for licensing, publishing, or online learning products)

Growth Opportunities

*Launch digital products, online courses, or webinars
*Monetize or license existing thought leadership content
*Add consultants to expand capacity
*Integrate into an existing consulting firm, university center, or philanthropic services platform

Ideal Buyer

Consulting firms, universities, nonprofit centers, or values?aligned buyers seeking a respected brand with immediate credibility, strong sector relationships, and powerful IP assets.

This advisory firm represents a rare opportunity to acquire a respected, mission driven consulting practice with a clear niche and national credibility in philanthropy. Known for its thoughtful critique, innovative thinking, and commitment to rural health and equity, the business is well positioned for a buyer seeking to continue, expand, or institutionalize a trusted platform in philanthropic strategy and community impact.

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.

Property Features and Assets:

This firm is a home-based business.

Market Competition and Expansion:

Competition:This firm competes with competing firms on the basis of the owner's specialized rural knowledge, and original work around the re-definition of foundation roles and responsibilities inside foundations.

Growth & Expansion:With ongoing consolidation among smaller philanthropic consulting firms and a growing industry shift toward specialization, this business offers a rare opportunity to acquire and operate within a highly focused niche in the philanthropy advisory sector.

Reason for Selling:

Owner's serious health concerns. 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

Documents:

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