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Established risk and compliance consulting practice serving small to mid-sized businesses across the greater Phoenix metro area. This seven-year-old firm provides regulatory compliance audits, internal risk assessments, policy development, and ongoing advisory services to clients in healthcare, finance, and professional services. The business operates on a recurring retainer model with strong client retention, generating consistent annual revenue of over $205,000 and owner earnings exceeding $105,000. All operations are fully remote with minimal overhead, and the current owner manages client relationships with support from one part-time administrative specialist. A well-documented compliance framework and established referral network make this an ideal acquisition for a compliance professional or consulting firm looking to expand into the Southwest market.
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.
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