NOT DISCLOSED, California
| Asking Price |
$35,000,000 |
Year Established |
1975 |
|
| Annual Revenue |
$16,279,065 |
Reason for Selling |
Retirement |
|
| Annual P/L |
$0 |
Attention |
Nassim Bayat |
|
| Annual Cash Flow |
$7,482,883 |
Listing Number |
945158 |
|
| # of Employees |
26 |
Business Category |
Services: Financial, Accounting, Insurance |
|
Business Overview:
Transworld Business Advisors of Orange presents:
In business for 30 years, this 100% service-oriented company has been highly profitable and provides direct lending services and real estate investments.
The business enjoys a stellar reputation and brand awareness in the industry, serving thousands of clients and investors over the decades.
The business has been on a strong upward curve, with an average year over year revenue growth of over 35% since 2020. It has well-developed systems and processes in place to allow for future growth and expansion.
Other investment highlights include:
- A multi-source revenue business including loan origination, servicing, investments and trustee fees, thus controlling and benefiting from all aspects of the life cycle of the loan.
- Long-term relationships between the business and, brokers and investors.
- Great employees with experienced leaders in each department.
- Serving clients in eight states (starting in 2020) with expected expansion onto additional states within the next two years.
- On average, the company closes 60 to 100 loans each month, with most months exceeding 75.
- As one of the oldest private money lenders in California, the pipeline of the business is largely generated by broker referrals.
*** $5,000,000 in cash or trust deeds included in the sale. ***
The owner is retiring after 20 years in the business and will help the new owners with transition.
Agent: Nassim Bayat DRE# 01958611
Property Features and Assets:
<p>Monthly Rent: $13,500.00</p><p>Square Units (Foot, Meter): 1,300</p><p>Facilities: Centrally located, accessible, high-end multi-story building.</p><p>FF&E General Condition: Good condition, office renovated in 2023</p><p>Facilities: Centrally located, accessible, high-end multi-story building.</p><p>FF&E General Condition: Good condition, office renovated in 2023</p>
Market Competition and Expansion:
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