Financial Coaching and Home Ownership Business Under Management Strong Recurring Revenue

A rare opportunity to acquire a highly profitable, established mortgage management and financial coaching business with a robust recurring revenue model, long-term client retention, and a proven track record of success.

Key Highlights:
*  Strong Recurring Revenue  Over $2.7M in recurring trail revenue in FY24.
*  Proven Growth  Revenue consistently increasing year-on-year.
*  Loyal Client Base  Significantly higher retention rates than industry norms.
*  Remote Operations & Scalable Model  Fully remote workforce means this business is not geographically tied to any location.
*  Unique Competitive Edge  The business operates a model that provides multiple revenue streams.
*  Proprietary Systems & Branding  Established frameworks and systems ensure this business is ready for significant growth


Financial Snapshot
Total Revenue: $4.84M
Recurring Revenue: $2.71M
Loan Book: $744M

This business is a prime acquisition opportunity for an existing and sizable mortgage brokerage, financial services group or private equity firm looking for a scalable business that is operated under management with the potential to grow rapidly.


For a full Information Memorandum, copy and paste this link to complete the confidentiality agreement - xxxxxxxxxx/1K21WlbAR2K3kmO5K1Kw

Dru