Established Retirement Planning Agency - Business for Sale
Request Information
The contact information for this deal is locked. If you wish to unlock this information, you need to upgrade to SMB Deal Hunter Pro.
💼
Retirement Planning and Financial Advisory Agency in Pleasanton, CA
Pleaseanton, CA, US
Added 1 year ago
Financial Services
Financial advisory and planning agency in Pleasanton, CA providing retirement, investment, estate, insurance, and tax solutions.
Key Information
Asking
$1.3M
Revenue
$353K
Earnings
$274K
Multiple
4.9x
Key Highlights
- Business model: Financial advisory and planning services including retirement, investment, estate, insurance, and tax solutions
- Location: Pleasanton, CA, US
Contact Info
Unlock Premium Features
Get everything you need to find, finance, and acquire your business
Personalized Deal Flow
On and off market deals curated to your search criteria.
Unlimited 1:1 M&A Support
Expert advisors to help you spot red flags, negotiate your offer, and hand hold you all the way to close.
Pre-Vetted Deal Team
- * Intros to our preferred lenders
- * Access to our investor community
- * Discounted 3rd party Financial and Legal diligence