Singapore  Singapore

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Listing Id: 37635 Last Refreshed: 04/07/2025 Total Views: 81 Broker Ref: 24187

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

Melbourne City, MelbourneService
Asking Price: $10,000
Business For Takeover
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Overview

  • Premise Type N/A
  • Premise Size N/A
  • Monthly Rental N/A
  • Rental Desposit N/A
  • Revenue N/A
  • Liability N/A
  • Gross Profit N/A
  • Net Profit N/A
  • Stock N/A
  • FFE N/A
  • Payable N/A
  • Receivable N/A
  • Owner Role N/A
  • Staff N/A
  • Established N/A
  • Source Broker

Reason For Sale

NA

Description

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 - https://form-morgan-business.web.app/form/1K21WlbAR2K3kmO5K1Kw

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