Residential Financial Advisors Niche High Profits
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Background
| BizEx ID: | BizEx1511-EM |
|---|---|
| General Location: | USA, CA |
| Category: |
Finance, Banking, Loans & Leasing Consumer Services (B2C) |
| Years in Business: | 10 |
| Under Present Owner: | 10 |
| Hours of Operation: | M-F, 9:00 - 5:00 |
| Owner Hours: | Varies |
| Training: | 4 weeks @ 30 hours |
| Organization Type: | LLC |
| Lease Expiration: | M2M |
| Lease Options: | Buyer can relocate or sign new lease |
| Building Size: | |
| Employees: | 2 |
| Reason for Sale: | Semi Retirement |
Financials
| Asking Price: | $4,900,000 |
|---|---|
| Down Payment: | Negotiable |
| Gross Sales: | $1,000,000 |
| Discretionary Cash Flow: | $800,000 |
| FF&E: | $5,000 |
| Inventory Included? | Yes |
| Inventory: | $1,000 |
| Min. Operating Capital: | TBD |
| Real Estate Available? | No |
| Rent: | $1,650 |
| Payroll: | $6,000 |
| Financing: | Call |
Description
Specialized Residential Financing Advisory Firm
This highly Niched and Profitable company serves high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients seeking residential financing of $1 million or more - no maximum loan amount.
A typical Client is a Multimillionaire, a Billionaire or a well know figure looking for connected Advisors to secure complex, multimillion dollar loans amount involving substantial assets, nontraditional income, trust and LLC ownership, luxury real estate acquisitions, refinancing, construction loans, and other customized financing solutions.
Important Note: The company or buyer DOES NOT require a Mortgage License, a Real Estate License or any financial certificates. They are Advisors not Lenders.
The company operates throughout the USA but based in California. They conduct the operations entirely through calls, Zoom and email. A buyer can be located anywhere and run the business.
The owners are well respected and connected and work with Elite Lending Institutions, Private Banks and International Financial Institutions. These relationships can effective be nurtured and handed off to a legitimate buyer group. The sellers are open to stay on Post-Close for a prolonged period of time, to be negotiated.
Clients are secured through a vast network of Top Wealth and Financial Advisors, Luxury Real Estate Agents, CPAs with high net Worth Clients, Advisors and Attorneys to well-know and celebrity clients, and they have recently implemented a highly effect social media campaign.
The company has 2 employees - a COO and a Social Media Marketer and the owners, in their 80s, also work part-time and mostly remote.
There is a tremendous Growth Opportunity and scale out the business Revenue and Profits.
The sellers are flexible on sale and transfer terms for a qualified buyer. A buyer does not need to be in the industry currently and a strong business background would be required.
For more information, Register as a Buyer at www.bizex.net and then contact Eric Mellem, Senior Broker representing the company.
Disclaimer: The information herein is furnished by the seller; BizEx has not verified this information and makes no representation or warranty as to its accuracy, completeness, or authenticity. Future earnings may differ from past earnings. Discretionary Earnings is defined as earnings before deducting interest, taxes, depreciation, and amortization, and adding Owners salary, benefits and non recurring expenses.
