Fiduciary Services Firm - Twin Cities Metro - 11810 MMKB
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 Email [email protected] or [email protected] for more information.
Category
Fiduciary
Listing Id
11810 MMKB
Value From Year
2025
Years Established
13
Full Time Employees
2
Value Of Equipment Included
No
Reason for Selling
Retirement
Financials
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