The offering consists of a specialized investment firm providing guidance on precious metal investment options. The offering also consists of a company providing curated monthly metal packages.
Key Aspects
• Combined revenue grew at a compound annual growth rate of 38.2% from 2021 through the trailing twelve months ending February 28, 2023
• Monthly curated package provides the company with a source of recurring revenue
• Experienced team in place expected to continue with the company after a transaction
• According to Forbes, precious metals are considered a stable investment to diversify against volatility in the market
Opportunities
• Continue growth of subscription service to increase monthly recurring revenue
• Purchase power from the mint scales with growth
• Expand geographic presence of investment advisory services to other areas throughout the South
• Synergistic gains by integrating with other investment advisory firms
• New sales training program expected to increase long-term revenue gains
Headquartered
• Southern, USA
Current Markets
• The company serves a Southern major metropolitan area with investment services and ships metals throughout the continental United States.
Real Estate
• The company operates from a 4,950 square-foot office, which is leased from an affiliated entity. Ownership is open to including it in a transaction or leasing it post-sale.
Shareholder Objectives
• The sole owner is seeking a more balanced lifestyle and an eventual full exit from the company. Ownership is open to various deal structures to facilitate a transaction.
