Retirement Plan Consulting Firm For Sale

Business Overview:

Established retirement plan consulting practice serving small and mid-sized employers across Oklahoma. This business specializes in 401(k) plan design, compliance support, fiduciary guidance, and vendor benchmarking. Built over eight years, the firm has developed strong relationships with plan sponsors, third-party administrators, and financial advisors. Revenue is driven by recurring annual consulting fees and project-based engagements. The current owner operates the business independently with minimal overhead, delivering consistent profitability. All client relationships and workflows are well-documented, making this an ideal acquisition for a financial professional looking to expand into the retirement plan space. The owner is willing to provide a smooth transition and training period.

Contact the Seller:

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Property Features and Assets:

This is a fully remote, home-based consulting practice with no commercial lease or physical storefront. Included in the sale are all client files, engagement templates, compliance checklists, proprietary workflow systems, and a comprehensive contact database. The business operates using standard office equipment and cloud-based software subscriptions for project management, document storage, and client communication. Minimal furniture and equipment are involved, keeping overhead low and margins strong.

Market Competition and Expansion:

The retirement plan consulting market in Oklahoma is growing steadily as more employers seek professional guidance to navigate complex regulatory requirements. Competition primarily comes from larger advisory firms and national TPA providers, but this business has carved out a niche serving small to mid-sized employers who value personalized, hands-on support. Expansion opportunities include adding group health benefit consulting, expanding into neighboring states such as Kansas and Arkansas, and developing online educational resources for plan sponsors. The increasing regulatory complexity around retirement plans continues to drive demand for specialized consulting services.

Reason for Selling:

Pursuing other ventures. Kindly ask the seller for more information.

Additional Details:

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