Acquire a proven financial services business with industry-leading recurring revenue streams and significant growth potential.
- Established Brand: Over 20 years of operations with a strong reputation for client success and satisfaction.
- Strong Financial Performance: Consistent revenue growth with robust and highly predictable recurring revenue circa $2.7M p.a.
- Scalable Operations: Systemised processes and proprietary tools ready for expansion.
- Growth Opportunities: Untapped potential to introduce annual coaching fees and leverage AI for further operational efficiency. (Testing and exploration has already started)
- Synergy Potential: Ideal for integration with existing financial services operations or to enhance product offerings.
- Attractive Client Base: Long-term customer retention with clients averaging double the industry standard.
This is a rare opportunity to acquire a strong and sustainable mortgage broking and financial coaching business, with a well-managed loan book, impressive trail growth, and low run-off impact.
Total Revenue: $4.84M p.a
Recurring Revenue: $2.7M p.a
Confidential Sale: Details available upon signing a confidentiality agreement.
For a full Information Memorandum, copy and paste this link to complete the confidentiality agreement - https://form-morgan-business.web.app/form/1K21WlbAR2K3kmO5K1Kw
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