Turnkey Fiduciary Services Firm — Twin Cities Metro
Rare opportunity to acquire a profitable, well-established fiduciary services practice with over 10 years in business, a sterling reputation, and a loyal book of 50+ active clients throughout the Twin Cities Metro.
Buyer Qualifications: Qualified buyers must live near the Twin Cities metro. Although the business is home-based, clients reside in the Twin Cities metro area.
Highlights:
10+ year operating history with proven track record
Seller's discretionary earnings exceeding $250K
Long-tenured client relationships producing stable, recurring revenue
Significant growth runway — current owner is actively turning away new business
Established processes, systems, and referral pipeline already in place
