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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.
Boutique M&A advisory support firm providing specialized due diligence, financial modeling, and deal support services to private equity firms and investment banks. This established practice has built a strong reputation for delivering high-quality analysis and transaction support. The business operates with minimal overhead and generates consistent revenue through repeat engagements with institutional clients. Services include financial due diligence, quality-of-earnings analysis, and integration planning support. The owner has developed proprietary templates and methodologies that streamline project delivery and ensure consistent quality across engagements.
Established fractional CFO and bookkeeping practice serving small to mid-sized businesses in the greater Austin area. This turnkey operation offers comprehensive financial services, including monthly bookkeeping, financial reporting, cash flow management, and strategic CFO advisory. The business has built a loyal client base with recurring revenue streams and strong retention rates. Services are delivered remotely using cloud-based accounting platforms, allowing for flexible operations. The current owner has developed efficient systems and processes that enable high-quality service delivery with minimal overhead. Ideal opportunity for a CPA, financial professional, or entrepreneur looking to enter the growing fractional CFO market.
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