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Asking Price: $575,000

Well-Established Fiduciary Care Service Business

Tucson, AZ
Pima County

For the past 38 years, this business has made a name for itself in Southern Arizona by providing a wide range of fiduciary services and assistance to the geriatric, seriously mentally ill and the developmentally disabled populations. Some of these service offerings include acting as Guardian, Conservator, Trustee, and Personal Representative for estates of the elderly. Additionally, the company offers expert care management services such as assessment, care planning, care management, placement, and medical advocacy. This reputable business operates smoothly with an experienced staff of eight – including the two owners. The owners collectively oversee the day-to-day operations and hold the required Fiduciary Licenses that are necessary in operating this business. The ideal candidate for this acquisition is an owner/operator who is currently a fiduciary or has experience in a related field/industry. This includes but is not limited to wealth/estate managers or legal advisors.With a strong market share, great numbers, and a solid business outlook, this is an exceptional opportunity to acquire a business with a robust foundation and a proven track record of excellence in fiduciary and elderly care services.IMPORTANT: A Fiduciary License is required in order to operate this business. The most ideal candidate is a licensed fiduciary or a candidate who understands the necessary qualifications of this license.You can learn more about the Fiduciary License on the Arizona Supreme Court website.Notes to Financials:Cash Flow (SDE) and Gross Revenue are based on 2023 figures.

Cash Flow $228,122
Revenue $793,910

Asking Price: $2,300,000

Financial Software Business Managing Loans

Big Bend National Park, TX
Not disclosed

Business ID: XB158926Return to owners averaging A$700,000 over the last few yearsThe business operates as one of Australia’s largest lending management solutions, servicing a wide range of lending and rental needs for both consumers and businesses. It provides comprehensive front and back-office support, including calculators, compliance, and documentation. Since its establishment in 2004, the platform has undergone significant evolution, allowing it to potentially penetrate various industries such as Banking and Insurance. Its subscription-based model, coupled with expansion into markets like South Africa, New Zealand, the United States, and soon England, suggests promising revenue streams and growth potential. The business is managed by two owners who combine their expertise in development, compliance, sales, onboarding, and support, ensuring effective operation across all facets. Integration with CRM platforms like Salesforce and Zappli further enhances its value proposition, offering a seamless solution for existing and new lenders.- Sales for FY24 are expected to approach A$1 million.- Subscription revenue for FY24 is projected to exceed A$850,000.- FY24 will see over A$800,000 as return to owners, which includes wages.- The business currently serves approximately 100 clients.- The platform efficiently manages over 200,000 loans.- It complies with regulations in 20 US states, serving one client in the US market.- Additionally, the platform operates in New Zealand and South Africa, serving one client in each market, and will soon expand into the UK, targeting one client.- The software is developed using Classic ASP and has the potential to be migrated to newer platforms such as .Net.- The solution features automated reconciliation with Direct Debit statuses.One month as part of the sale; - Owner 1 is prepared to stay 18 months to 2 years in an advisory capacity on client relations and compliance as a paid consultant on a gradually decreasing basis- Owner 2 is prepared to stay 12 months in a system advisory capacity on system issues as a paid consultant on a gradually decreasing basis.The proposed asking price diverges from conventional valuation methods, making it less attractive to equity firms, investors, and other buyers seeking market value-based approaches. Given the business’s specific requirements, including ongoing software development and compliance with lending regulations for both consumers and businesses, it is better suited for large lenders utilising nonproprietary platforms or specialised software companies in the financial sector seeking synergies.Although the business has expanded into various countries, further customer acquisition in these regions would necessitate a dedicated marketing budget and additional working capital. This consideration underscores the need for potential buyers to have the resources and strategic vision to support and capitalise on the business’s growth potential.Asking Price: Offers over A$3,300,000 or US$2,300,000

Cash Flow Not Disclosed
Revenue Not Disclosed

Asking Price: $850,000

Insurance Agency for Sale - Milford, Connecticut

Milford, CT
New haven County

Established and highly regarded as one of the top national coverage insurance firms, this Milford, Connecticut based insurance agency with a business book of $5.5 million in recurring policy premium renewals is currently for sale. Includes a professional office location, fully trained staff, office equipment, office furniture, computers, office supplies, Marketing materials, company signage and loyal customer base. Excellent training and licensing program. No insurance experience necessary. SBA loan funding sources are available. SBA loans and other lenders can provide financing to the incoming buyer. With the current high commission incentives paid on new business policies and the lucrative annual bonus opportunities, this office has the potential to generate increased Gross Revenues for 2027 and beyond.PLEASE NOTE - This agency must be operated under the brand name of this national insurance firm and cannot be combined with any other brand of independent or captive insurance business. Also, it cannot be acquired into an investment manager's portfolio of businesses. Purchase of this insurance agency requires the buyer to be onsite at the office location and reside in or near the local community. Agency owners are 100% vested in the equity of the business and have two strategic exit strategy options when they decide to sell the agency.

Cash Flow Not Disclosed
Revenue $5,500,000

Asking Price: $599,000

Insurance Agency for Sale - Chesapeake, VA

Chesapeake, VA
Chesapeake city County

Established and highly regarded as one of the top national coverage insurance firms, this Chesapeake, VA based insurance agency with a business book of $3.375 million in recurring policy premium renewals is currently for sale. Includes a professional office location, fully trained staff, office equipment, office furniture, computers, office supplies, Marketing materials, company signage and loyal customer base. Excellent training and licensing program. No insurance experience necessary. SBA loan funding sources are available. SBA loans and other lenders can provide financing to the incoming buyer. With the current high commission incentives paid on new business policies and the lucrative annual bonus opportunities, this office has the potential to generate increased Gross Revenues for 2027 and beyond.PLEASE NOTE - This agency must be operated under the brand name of this national insurance firm and cannot be combined with any other brand of independent or captive insurance business. Also, it cannot be acquired into an investment manager's portfolio of businesses. Purchase of this insurance agency requires the buyer to be onsite at the office location and reside in or near the local community. Agency owners are 100% vested in the equity of the business and have two strategic exit strategy options when they decide to sell the agency.

Cash Flow Not Disclosed
Revenue $3,375,000

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