基本信息
财务信息
营业额
未提供
毛利润
未提供
净利润
未提供
月租金
未提供
业务运营、资产与经营场所
卖家职责
一
生意详情
转让原因
NA
生意简介
A rare opportunity to acquire a well-established boutique financial planning business with a strong reputation for compliance, stability, and client care.
Operating since 2020 under a reputable licensee, the practice services 88 active households with $17.2 million in Funds Under Advice. Approximately 73% of revenue is recurring, with the remainder generated from upfront advice and insurance commissions. Net revenue to the business was $171,000 in 2025.
Clients are primarily professionals and retirees, with high retention supported by structured review processes.
This is a turnkey opportunity for an individual adviser looking to fast-track independence or a larger practice seeking to expand with quality clients and consistent revenue. Backed by strong systems, outsourced paraplanning, and a clean compliance history, the business is well-positioned for further growth.
Offered on a cash-free, debt-free asset sale basis. The vendor is open to facilitating a smooth transition.
For more information, please contact Phil Lyons or Tony Arena at BCI Business Brokers.
Operating since 2020 under a reputable licensee, the practice services 88 active households with $17.2 million in Funds Under Advice. Approximately 73% of revenue is recurring, with the remainder generated from upfront advice and insurance commissions. Net revenue to the business was $171,000 in 2025.
Clients are primarily professionals and retirees, with high retention supported by structured review processes.
This is a turnkey opportunity for an individual adviser looking to fast-track independence or a larger practice seeking to expand with quality clients and consistent revenue. Backed by strong systems, outsourced paraplanning, and a clean compliance history, the business is well-positioned for further growth.
Offered on a cash-free, debt-free asset sale basis. The vendor is open to facilitating a smooth transition.
For more information, please contact Phil Lyons or Tony Arena at BCI Business Brokers.
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