Provides ethical financial services, managing trusts, estates, and investments with the utmost integrity. Their client-centric approach ensures personalized solutions, building trust through transparency. As industry leaders, they navigate complex financial landscapes, fostering long-term success and security for their clients.
- Asking Price:
- $219,000
- Sales Revenue:
- $208,099
- Cash Flow:
- $195,615
Property Information
- Premises Details:
-
This business is ran from the seller's home.
Business Operation
- Expansion Potential:
-
The fiduciary business holds significant growth potential due to increasing demand for trustworthy fiduciary services. As individuals and businesses prioritize prudent financial management, the fiduciary sector stands poised for expansion, driven by a growing awareness of the value of professional fiduciary expertise and ethical financial stewardship.
- Competition / Market:
-
Intense local competition presents challenges and opportunities but this business stand out, because they focus on specialization, trust-building, technology integration, and competitive pricing.
- Reasons for selling:
-
Seller is retiring and would like to venture into other opportunities.
- Trading hours:
-
Monday-Saturday 7am-7pm
- Years established:
- 11
Other Information
- Support & training:
-
Will train for 3 weeks @ $0 cost.
- Home based:
- This business can be run from home.
- Relocatable:
- This business can be relocated.
