Overview

We are an ESOP services advisory firm operating under an RIA license. The business is very stable and profitable, with 2020 earnings of $780,000 on revenue of $1,123,000. Growth opportunities in the core business are compelling. We do not provide wealth management or investment advisory services for the many millions of dollars freed up by ESOP transactions, but rather refer this service out. This potentially creates an extraordinary opportunity for a wealth management firm set up to capture management of these funds. This is a retirement sale but with much flexibility on transition over time. About 85% of revenue is recurring service based, with about 85% arising from transactions, often with existing clients.

Last Activity
this week
Listing Age
1,155 days old

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Clearing Firm / Custodian

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