Rarely Offered Profitable Fiduciary
California
| Asking Price: |
Gross: |
Cash Flow: |
| $219,000 |
$208,099 |
$195,615 |
Furniture and Fixtures Value:
$0 ( not included in the asking price)
Inventory Value:
$0 ( not included in the asking price)
Real Estate:
$0 ( not included in the asking price)
Business Summary:
Provides ethical financial services, managing trusts, estates, and investments with the utmost integrity. Their client-centric approach ensures personalized solutions, building trust through transparency. As industry leaders, they navigate complex financial landscapes, fostering long-term success and security for their clients.
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| Year
Business was Established: 2012 |
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| Facilities / Terms of Lease:
This business is ran from the seller's home. |
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| Potential
Growth/Expansion:
The fiduciary business holds significant growth potential due to increasing demand for trustworthy fiduciary services. As individuals and businesses prioritize prudent financial management, the fiduciary sector stands poised for expansion, driven by a growing awareness of the value of professional fiduciary expertise and ethical financial stewardship. |
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| Competition:
Intense local competition presents challenges and opportunities but this business stand out, because they focus on specialization, trust-building, technology integration, and competitive pricing. |
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| Owner
willing to train:
Will train for 3 weeks @ $0 cost. |
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| Reason for selling:
Seller is retiring and would like to venture into other opportunities. |
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| This business is Home Based.
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| REQUEST MORE INFO |
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