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Lifestyle & Move Management | Mid-atlantic For Sale

Undisclosed, US
Asking Price:
$750,000
Sales Revenue:
$653,923
Cash Flow:
$275,905

A well-established, award-winning lifestyle and move management company serving an affluent clientele across a major Mid-Atlantic metro market. In continuous operation for 20+ years, the business has built an exceptional reputation, evidenced by a 4.9-star Google rating with dozens of detailed verified client reviews. Approximately 40% of new business is generated through referrals and professional relationships with effectively zero marketing spend, with the balance from organic online discovery.

The company delivers a comprehensive suite of high-touch, white-glove services across seven primary service lines, serving both individual and business clients across a broad geographic footprint. Day-to-day operations are managed by a capable office manager, supported by a team of approximately 18 skilled, bonded independent contractors, several with five or more years of tenure. Ownership currently provides strategic oversight and is committed to a structured transition.

The business operates from a home-based model with no commercial lease, keeping fixed overhead minimal. SDE has remained strong, with a 4-year weighted average SDE of approximately $274,000. The TTM March 2026 result of $275,905 SDE is the strongest in three years and reflects diversification across move management, personal concierge, and home organization service lines.

Property Information

Premises Details:

The company operates on a fully home-based model with no commercial office, retail location, or lease obligation. All client services are delivered on-site at client locations throughout the service territory and virtually for planning, oversight, and remote-coordination engagements. This structure eliminates facility overhead entirely and provides a new owner with maximum flexibility to operate from any location within the market. No facility transition is required as part of the sale.

Business Operation

Management type:
This business is owner operated.
Expansion Potential:

This business has significant, well-defined growth opportunities that a motivated buyer could begin executing immediately. The company has grown largely through referrals and organic online discovery with minimal structured sales or marketing effort, leaving meaningful upside on the table.

Key opportunities include introducing a tiered recurring-revenue home management subscription model, systematically cultivating referral partners (estate attorneys, financial planners, senior living communities, real estate teams), developing social media and digital marketing, standardizing fixed-fee service packages, implementing a dedicated sales CRM and pipeline management layer, expanding the corporate and executive concierge channel, and building out aging-in-place subscription programs. Additional detail is provided in the Confidential Information Memorandum.

Ownership projects approximately 20% near-term revenue growth as achievable, supported by identifiable and actionable initiatives that build on the company's existing strengths rather than requiring significant operational or capital changes.

Competition / Market:

The company competes in a highly fragmented market with no single dominant full-service competitor. Competition varies by service line and includes moving companies (some of which have launched move management divisions), independent professional organizers, freelance personal assistants, senior care companies, estate sale firms, and handyman services. National franchise brands operate in the market through locally-owned franchisees but remain fragmented at the local level. Each category overlaps with portions of the company's offering, but none deliver the fully integrated, multi-service, white-glove model this business has built.

The company's competitive position is reinforced by 20+ years of brand equity, NASMM membership and SMM-C certification, an established referral network with real estate professionals, estate attorneys, and senior living advisors, and a deeply loyal client base that returns for multiple service categories over many years. The customer base is well-diversified, with no single client representing a meaningful concentration of revenue.

Industry tailwinds are favorable: a rapidly aging population driving downsizing and aging-in-place demand, time-constrained dual-income households outsourcing home management, and a growing preference for fully managed, turnkey service providers all support continued and expanding demand.

Reasons for selling:

Ownership is ready to transition to the next chapter.

Trading hours:

Monday-Friday 9am-5pm

Employees:
1 FT/18 PT
Years established:
21

Other Information

Support & training:

Will train for 6 weeks @ $0 cost.

Financing available:

Lender pre-screened with $75K down.

Home based:
This business can be run from home
Relocatable:
This business can be relocated