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Financial & Insurance · California

Residential Financial Advisory Firm in California

Main StreetRelocatable

$4,900,000

Asking price
$4.9M

113% above median ($2.3M)

Cash flow (SDE)
$800K

436% above median ($149K)

Revenue
$1M

4% above median ($966K)

Multiple
6.1×

25% above median (4.9×)

Margin
80%

64 pts above median (16%)

About this business

This successful firm specializes in residential financing for high-net-worth and ultra-high-net-worth clients. With a client base that includes multimillionaires and billionaires, the business operates remotely, leveraging strong connections in the financial sector.

  • 10 years in operation
  • Highly profitable business model
  • Strong growth potential
  • Flexible sale terms
  • No special licenses required

Business details

Category
Financial & Insurance
Business type
Main Street
Location
California
Relocatable
Yes
Year established
2013
Employees
2
Real estate included
No
Inventory
$1,000
FF&E
$5,000
Reason for selling
Semi Retirement
Listing ID
BizEx1511-EM

Listing history

  1. Listed · Nov 4, 2026

    Asking $4,900,000

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