MILWAUKEE, Wisconsin
| Asking Price |
$68,750 |
Year Established |
|
|
| Annual Revenue |
$0 |
Reason for Selling |
Moving |
|
| Annual P/L |
$0 |
Attention |
Mike Brugger |
|
| Annual Cash Flow |
$0 |
Listing Number |
1016578 |
|
| # of Employees |
|
Business Category |
Services: Business & Office Services |
|
Business Overview:
Business Growth & Exit Advisory - Recurring Revenue
Own a professional B2B advisory business built around recurring client relationships & long-term engagement opportunities. This business helps owners of small and mid-sized companies improve profitability, increase enterprise value, strengthen operations, & prepare for future transitions or exits.
Unlike many consulting models that rely solely on one-time projects, clients are often served through ongoing advisory agreements, value enhancement programs, coaching engagements, strategic planning sessions, and business assessments that create opportunities for recurring revenue and repeat business. As client relationships deepen, additional services can be introduced to support growth, succession planning, leadership development, and exit readiness.
This opportunity is ideal for consultants, former executives, business coaches, financial professionals, or entrepreneurs who enjoy building trusted relationships with business owners. Comprehensive training, proven systems, technology platforms, marketing resources, and ongoing support are provided.
Demand continues to grow as business owners seek guidance on increasing company value and preparing for future ownership transitions. With low overhead, location flexibility, this office-based model has multiple revenue streams, & the potential to increase the book of recurring clients.
Serving as a trusted advisor & executive-level resource, the business helps improve profitability, strengthen operations, increase company value, and prepare for future growth or ownership transitions.
Property Features and Assets:
<p><strong>Assets Included </strong>are business assessment tools, technology platforms, CRM systems, exclusive territory rights, proprietary consulting methodologies, marketing materials, training programs, operational systems, client engagement resources, website assets, lead generation tools, and ongoing support. The business is designed to provide professional advisors with a proven framework for helping business owners improve profitability, increase company value, and prepare for successful ownership transitions. Low overhead and scalable systems allow owners to focus on client acquisition and relationship development while leveraging established processes and resources.</p><div><strong>This business can be relocated /operated from an office, small executive suite, coworking space, or traditional office with minimal overhead.</strong> Most client meetings can be conducted virtually or at client locations. <em>It also integrates well with accounting firms, CPA's, business brokerages, financial advisory practices, fractional CEO's, consulting firms, and coaching businesses, creating additional </em><u><em>revenue opportunities through existing client relationships</em></u><em>. The flexible model allows owners to scale operations based on their goals and preferred lifestyle.</em></div>
Market Competition and Expansion:
<p><strong>Many local business owners are approaching retirement</strong> <em>while others are seeking strategies to improve profitability, attract buyers, and increase company value. </em></p><p>Competition consists primarily of independent consultants, executive coaches, accountants, and business brokers. However, many providers focus on only one aspect of the business lifecycle, creating opportunities for a comprehensive advisory approach that combines business growth, value enhancement, and transition planning services.</p><div><strong>With thousands of privately held businesses throughout the Milwaukee region and growing demand for succession and exit planning services, a hands-on owner has the opportunity to build upon the existing platform and capitalize on a largely untapped market opportunity. </strong>The business is well positioned for growth under ownership focused on proactive client acquisition and relationship development.</div>
Additional Details:
- The property is Leased.
- The owner is willing to train/assist the new owner.
- This is not homebased business opportunity.
- This is a franchise resale opportunity