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.
EOI Campaign closes June 20, 2025
Confidential Sale: Details are available upon signing a confidentiality agreement and will only be provided to qualified parties.
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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