NOT DISCLOSED, Minnesota
| Asking Price |
$450,000 |
Year Established |
2013 |
|
| Annual Revenue |
$320,940 |
Reason for Selling |
Retirement |
|
| Annual P/L |
$0 |
Attention |
Katie Black |
|
| Annual Cash Flow |
$272,257 |
Listing Number |
1009829 |
|
| # of Employees |
2 |
Business Category |
Services: Financial, Accounting, Insurance |
|
Business Overview:
Rare opportunity to acquire a profitable, well-established fiduciary services practice with over 10 years in business, a sterling reputation, and a loyal book of 50+ active clients throughout the Twin Cities Metro.
Buyer Qualifications: Qualified buyers must live near the Twin Cities metro. Although the business is home-based, clients reside in the Twin Cities metro area.
Highlights:
- 10+ year operating history with proven track record
- Seller's discretionary earnings exceeding $250K
- Long-tenured client relationships producing stable, recurring revenue
- Significant growth runway — current owner is actively turning away new business
- Established processes, systems, and referral pipeline already in place
Property Features and Assets:
Market Competition and Expansion:
Additional Details:
- The property is Leased.
- This is not homebased business opportunity.
- This is not a franchise resale opportunity