Established B2B Advisory & Professional Services

LOS ANGELES, California

Asking Price $5,000,000 Year Established 1990
Annual Revenue $0 Reason for Selling Ownership is evaluating a potential transition and strategic transaction.  
Annual P/L $0 Attention Rick Carlson
Annual Cash Flow $3,000,000 Listing Number 1017564  
# of Employees 15 Business Category Services: Financial, Accounting, Insurance

Business Overview:

The Company is a U.S.-based B2B professional services business providing analytical, strategic, and financial advisory support to corporate and institutional clients. Assignments can include financial analysis, valuation support, strategic planning, market and industry research, transaction readiness, diligence coordination, project management, and related advisory work. The business is supported by experienced professionals, established internal workflows, and scalable administrative infrastructure. Revenue is generated through client engagements with varying scopes and durations. Growth opportunities include expanded business development, additional professional capacity, deeper penetration of existing relationships, and complementary services. Information regarding industry focus, service concentration, client mix, personnel, organizational structure, detailed financial performance, and other identifying operating characteristics will be provided following NDA.

NDA is required to receive a comprehensive Confidential Information Memorandum (CIM) prepared by ProNova Partners.

Property Features and Assets:

<p>Facilities: U.S.-based operations; specific locations disclosed following NDA.<br></p>

Market Competition and Expansion:

<p>Growth & Expansion: Opportunity to expand business development, client coverage, team capacity, and complementary advisory services.<br></p>

Additional Details:

  • The property is Leased.
  • The owner is willing to train/assist the new owner.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

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