Residential Financial Advisors Niche High Profits - Business for Sale
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Residential Financing Advisory Firm Serving HNW Clients Nationwide
CA, US
Added 1 day ago
Financial Services - Residential Financing Advisory
RemoteAbsentee / Semi-AbsenteeRetiring Owner
Residential financing advisory firm based in California serving high-net-worth clients nationwide with complex, multimillion-dollar loan needs, operating fully remotely.
Key Information
Asking
$4.9M
Revenue
$1.0M
Earnings
$800K
Multiple
6.1x
Key Highlights
- Business operates throughout the USA but is based in California
- Business is fully remote/relocatable
- Serves high-net-worth and ultra-high-net-worth clients seeking residential financing of $1 million or more
- Company has 2 employees: a COO and a Social Media Marketer, with owners working part-time and mostly remote
- No mortgage, real estate, or financial licenses required for ownership
Contact Info
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