High-Margin 401(k) & Investment Advisory Consulting Firm - Business for Sale
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401(k) & Investment Advisory Consulting Firm in Michigan
MI, US
Added 1 month ago
401(k) and investment advisory consulting
30 years in business
Remote
This Michigan-based firm provides third-party administration and investment advisory services for 401(k) and pension plans, serving employers and financial advisors across multiple sectors.
Key Information
Asking
$4.5M
Revenue
$1.8M
Earnings
$750K
Multiple
6.0x
Key Highlights
- Business has been established for 30 years
- Business provides third-party administration and investment advisory services for 401(k) and pension plans
- Staff hold advanced industry credentials such as CPC, QPA, and QKA from ASPA
- Business is remote/relocatable
Contact Info
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