Professional Fiduciary with Rare and Unique Clients for sale in CA - Business for Sale

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Professional Fiduciary Services Firm in California

CA, US
Added 6 months ago
Financial Services, Business and Professional Services
8 years in business

Professional fiduciary business managing financial affairs for individuals across California, established in 2017 and operating from a dedicated office with a team of six employees.

Key Information

Asking

$435K

Revenue

$201K

Earnings

$68K

Multiple

6.4x

Key Highlights

  • Established in 2017
  • Located in California
  • 3 full-time and 3 part-time employees
  • Operates from a leased office with private office, workstations, co-working space, and meeting room

Contact Info

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