NOT DISCLOSED, New Jersey
| Asking Price |
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Year Established |
1989 |
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| Annual Revenue |
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Reason for Selling |
Reason for Sale: Expanding into other service businesses. Owner is open to a strategic exit or partnership with the right group that can capitalize on the platform’s licensing, lender network, and fully developed operations. Ideal for a buyer looking to scale quickly or integrate mortgage services into an existing real estate or lending organization |
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| Annual P/L |
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Attention |
Carl Guzman |
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| Annual Cash Flow |
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Listing Number |
1012983 |
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| # of Employees |
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Business Category |
Services: Financial, Accounting, Insurance |
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Business Overview:
SUMMARY
This is a licensed mortgage platform and regulatory infrastructure opportunity, not a traditional cash-flow business acquisition.
The value is in immediate access to an established mortgage licensing structure operating in New York, New Jersey, and Florida, enabling an experienced operator, brokerage, wealth platform, or fintech company to enter or expand into mortgage lending without building regulatory infrastructure from the ground up.
The platform is best suited for an acquirer that already has:
distribution (clients, advisors, or agents)
operational infrastructure
or a financial services ecosystem seeking lending integration
This is a speed-to-market and licensing acquisition, not an earnings-based valuation transaction.
KEY VALUE DRIVERS
Multi-state licensed mortgage platform (NY / NJ / FL)
Established NMLS structure and compliance framework
Existing operating history under current ownership/qualifier
Immediate ability to integrate into existing distribution channels
Designed for plug-in expansion into existing financial services platforms
IDEAL ACQUIRER PROFILE
This opportunity is specifically designed for:
Wealth advisory / RIA platforms seeking lending integration
Mortgage or financial services aggregators
Fintech lending or loan orchestration platforms
Real estate brokerages adding a mortgage division
Insurance / financial services rollups expanding product offerings
This is not structured for first-time operators or standalone startup builds.
TRANSACTION STRUCTURE
Platform acquisition with transition period
Ongoing qualified supervisory/operating support (if required for regulatory continuity)
Structured transition to successor operations team
IMPORTANT NOTE
This is not a traditional EBITDA / SDE-based valuation listing.
The value lies in: licensing footprint, regulatory standing, operational readiness, and speed-to-market advantage
NEXT STEP
Qualified strategic acquirers may request additional detail regarding structure, licensing, and transition framework.
Property Features and Assets:
Market Competition and Expansion:
Additional Details:
- The property is owned.
- The owner is willing to train/assist the new owner.
- This is not homebased business opportunity.
- This is not a franchise resale opportunity