Business Description

Client-Centered Financial Services Firm is an established and profitable nationwide company with a strong presence in California and Florida. With a loyal client base of 700-900 clients annually, their focus on honesty, transparency, and consistent client engagement sets them apart. They hold unique contracts with top-tier insurance companies and are highly regarded within the public service sector. Their streamlined service delivery process ensures high client satisfaction, making them operationally efficient. This home-based business offers flexibility and minimal overhead costs, allowing for remote management from anywhere. It has shown consistent growth and strong cash flow, with a seller’s discretionary earnings to revenue ratio of 54%. The company's reputation and unique contracts contribute to its success in providing financial services. Acquiring this business presents a unique opportunity to enter a well-established and client-centered financial services firm with a solid reputation, strong cash flow, and operational efficiency. With a loyal client base, nationwide presence, and flexible management options, it offers a promising investment opportunity in the financial services industry