Business Description

This virtual cloud-based business, with a strong reputation in the DIY personal finance community, is for sale. The business, already generating revenue and boasting a loyal client base, offers financial planning and counseling services designed for short-term and ongoing client needs. With the potential for significant growth, the business is ideal for someone looking to enter the financial advising industry or an established advisor wanting to run their own practice. The business includes automated workflows for services such as financial planning, tax planning, ongoing guidance, and financial plan updates. Additionally, it offers services like financial counseling and personal finance classes. The ideal buyer could be a finance-savvy individual seeking a high-income career or a registered advisor looking to start their own practice without the challenges of building a clientele from scratch. The business has the potential to be scaled up easily and could even become a franchise in the future. With low expenses and high profit margins, this business is positioned for growth and success. The current owner, ready to pass on the business due