Financial Coaching & Home Ownership Business Under Management Strong Recurring Revenue & Scalable

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 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 potential to grow rapidly.
Confidential Sale: Details available upon signing a confidentiality agreement.

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


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