Professional Business Sales & Advisory Firm

GREENWICH, Connecticut

Asking Price $86,425 Year Established 2018
Annual Revenue $0 Reason for Selling Changing careers  
Annual P/L $0 Attention Mike Brugger
Annual Cash Flow $0 Listing Number 1016854  
# of Employees 1 Business Category Services: Financial, Accounting, Insurance

Business Overview:

Positioned in one of the most affluent and business-dense markets in the Northeast, this opportunity offers ownership of a professional business brokerage and advisory practice serving Greenwich and the greater Fairfield County region.

The business operates within a proven national platform and provides services to entrepreneurs, investors, executives, and business owners seeking to buy, sell, acquire, or expand privately held companies. Through established systems, recognized branding, professional processes, and extensive industry resources, the business is well-positioned to capitalize on the ongoing demand for business transition and advisory services.

Greenwich's strategic location within the New York metropolitan area creates access to a substantial population of successful business owners, corporate executives, investment professionals, and acquisition-minded entrepreneurs. Fairfield County alone is home to thousands of privately held businesses across professional services, healthcare, technology, construction, manufacturing, retail, and financial services.

As a growing number of business owners approach retirement, succession planning and ownership transition needs continue to increase. At the same time, executives and investors are increasingly pursuing acquisition opportunities as an alternative to starting businesses from scratch. These favorable market dynamics create a compelling environment for a professional intermediary capable of connecting buyers and sellers while facilitating complex transactions.

The business offers a highly scalable model with minimal inventory requirements, professional working hours, and the ability to build long-term client relationships. Revenue opportunities can be generated from multiple advisory and brokerage activities, creating a diversified platform for future growth.

This opportunity is ideal for an entrepreneur, executive, consultant, business owner, financial professional, attorney, banker, or sales leader seeking to build a respected advisory practice within a premium market. Equally attractive for investors seeking a professional services business with significant expansion potential.

A qualified buyer will acquire established systems, operating procedures, marketing resources, technology platforms, and professional support designed to accelerate growth while reducing startup risk.

For buyers seeking a sophisticated business opportunity backed by a recognized platform and operating within one of the strongest business environments in the Northeast, this represents a compelling acquisition opportunity.

Property Features and Assets:

<p>The business operates from a professional home/office environment that supports confidential client meetings, buyer consultations, transaction management, and business development activities.<br>Included with the sale are computers and general office infrastructure necessary for day-to-day operations. The business also utilizes cloud-based technology systems that support CRM management, lead tracking, document storage, workflow, transaction management, marketing activities, and client communications.<br>Additional assets include proprietary operating procedures, marketing materials, presentation templates, transaction documentation resources, buyer and seller qualification systems, digital assets, website resources, online marketing accounts, business development tools, and contact databases.<br><br>The purchaser will benefit from established national brand recognition, proven operating systems, business development resources, and access to professional networks that support ongoing growth.<br></p>

Market Competition and Expansion:

<p>The region's economic fundamentals support strong demand for business brokerage and advisory services. Business owners continually face decisions involving succession planning, retirement, mergers, acquisitions, expansion, and exit strategies. These complex decisions frequently require experienced intermediaries capable of maintaining confidentiality while guiding transactions through successful completion.<br><br>The surrounding market contains a diverse mix of industries, including professional services, healthcare, financial services, technology, manufacturing, construction, retail, logistics, and hospitality. This diversity creates a broad base of potential clients and helps reduce reliance on any single sector.<br></p>

Additional Details:

  • The property is Leased.
  • The owner is willing to train/assist the new owner.
  • This is a homebased business opportunity.
  • This is a franchise resale opportunity

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