Highly Profitable Financial Services & Consulting Firm

Highly Profitable Financial Services & Consulting Firm | TURNKEY Exclusive Opportunity: Highly Profitable & Scalable Financial Services Firm for Acquisition This is a unique opportunity to acquire a highly profitable, scalable financial services firm specializing in financial strategy, insurance solutions, wealth advisory, and business consulting. With long-term, renewable contracts, high cash flow, and zero major liabilities, this business presents an ideal investment for those looking for a turnkey, cash-flowing opportunity with substantial growth potential. BUSINESS OVERVIEW Founded in 2020, this firm has built a strong foundation in financial services contracting (FSC), insurance solutions, and strategic wealth management. With a fully remote, low-overhead business model, it generates significant revenue through long-term contracts, strategic advisory, and risk management consulting, all while operating with no direct competition in its niche. KEY SERVICES AND REVENUE STREAMS KEY INVESTMENT HIGHLIGHTS FINANCIAL PERFORMANCE Revenue Growth: $2.2M (2022) ? $1.8M (2023) ? $5.5M (2024) EBITDA: $1.6M (2022) ? $1.3M (2023) ? $3.9M (2024) Net Profit: $1.34M (2022) ? $1.07M (2023) ? $2.98M (2024) Cash Flow: Increasing annually, with stable contracts ensuring consistent profitability. *YOU WILL BE DISQUALIFIED FROM PURCHASING BUSINESS IF YOU DISTURB THE OWNER, EMPLOYEES, OR CUSTOMERS. Legal action will be taken if any person(s) is to approach owner about any sale of business or property. Seller requests UPMOST confidentiality and no disturbance for any and all information regarding the ownership of any and all businesses owned. Buyer and buyers agency due diligence. Selling broker(RE/MAX GOLD) and its Salesperson (Harinder Singh Garcha) do not certify information provided to us by the seller. All information is provided by the seller.