NOT DISCLOSED, North Carolina
| Asking Price |
$97,500 |
Year Established |
2017 |
|
| Annual Revenue |
$88,338 |
Reason for Selling |
Owner's serious health concerns. |
|
| Annual P/L |
$0 |
Attention |
Joe Vagnone |
|
| Annual Cash Flow |
$0 |
Listing Number |
1007267 |
|
| # of Employees |
|
Business Category |
Services: Business & Office Services |
|
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.
Property Features and Assets:
<p>This firm is a home-based business.<br></p>
Market Competition and Expansion:
<p>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.</p><p>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.<br></p>
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