Exclusive Opportunity: Highly Profitable & Scalable Financial Services Firm for Acquisition

This is a unique opportunity to acquire a highly profitable, scalable financial services firm specializing in financial strategy, insurance solutions, wealth advisory, and business consulting. With long-term, renewable contracts, high cash flow, and zero major liabilities, this business presents an ideal investment for those looking for a turnkey, cash-flowing opportunity with substantial growth potential.

BUSINESS OVERVIEW

Founded in 2020, this firm has built a strong foundation in financial services contracting (FSC), insurance solutions, and strategic wealth management. With a fully remote, low-overhead business model, it generates significant revenue through long-term contracts, strategic advisory, and risk management consulting, all while operating with no direct competition in its niche.

KEY SERVICES AND REVENUE STREAMS

- Financial Services Contracting (FSC) – Structuring and managing high-end financial products such as business insurance, annuities, umbrella insurance, indexed universal life (IUL) policies, and commercial finance solutions.

- Wealth Advisory & Asset Management – Helping clients structure investments, mitigate tax liabilities, and develop long-term wealth strategies.

- Business Insurance & Risk Management – Providing insurance advisory and structuring tailored policies for businesses, entrepreneurs, and high-net-worth individuals.

- Strategic Consulting & Professional Advisory – Supporting businesses and individuals with financial strategy development, estate planning, and investment consulting.

- Client Acquisition & Financial Structuring – Engaging with lenders, brokers, and investors to create structured financial products and pre-vetted lending opportunities.

- Business Formation & Structuring Services – Helping entrepreneurs establish legal entities, business strategy plans, and operational structures for tax and liability benefits.

KEY INVESTMENT HIGHLIGHTS

- Predictable, Long-Term Revenue – 67% of revenue comes from long-term FSC contracts, including a $3M+ contract extending to 2086. Contracts are renewable, ensuring continuous income stability.

- High-Profit Margins & Cash Flow Growth – The business model has been optimized to increase cash flow access from 10% to 90% on new contracts.

- No Direct Competition & Scalable Model – The firm operates in a specialized financial niche with minimal direct competitors, allowing for easy scalability through strategic hiring, marketing, and partnerships.

- Established Client Base & Market Presence – 13 active clients and a 1,000+ partner & affiliate network drive consistent revenue, with millions in documented financial improvements for clients.

- Minimal Overhead & Fully Remote – The business requires no physical office, operates with no full-time employees, and utilizes subcontractors for operational efficiency.

- Turnkey Transition & Seller Support – The current owner is willing to provide transition support or remain involved in a partnership capacity, ensuring a smooth transfer.

FINANCIAL PERFORMANCE

Revenue Growth: $2.2M (2022) ? $1.8M (2023) ? $5.5M (2024)

EBITDA: $1.6M (2022) ? $1.3M (2023) ? $3.9M (2024)

Net Profit: $1.34M (2022) ? $1.07M (2023) ? $2.98M (2024)

Cash Flow: Increasing annually, with stable contracts ensuring consistent profitability.

*YOU WILL BE DISQUALIFIED FROM PURCHASING BUSINESS IF YOU DISTURB THE OWNER, EMPLOYEES, OR CUSTOMERS. Legal action will be taken if any person(s) is to approach owner about any sale of business or property. Seller requests UPMOST confidentiality and no disturbance for any and all information regarding the ownership of any and all businesses owned. Buyer and buyers agency due diligence. Selling broker(RE/MAX GOLD) and its Salesperson (Harinder Singh Garcha) do not certify information provided to us by the seller. All information is provided by the seller.