Professional Fiduciary with Rare and Unique Clients
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This professional fiduciary business, established in 2017, boasts a robust client base across California. Specializing in managing the financial affairs of individuals, this business has developed a reputation for reliability and exceptional service. The business operates with a dedicated team and a strong presence in the professional fiduciary industry.
About the Business
- Years in Operation
- 9
- Employees
- 6 (3 Full-time, 3 Part-time)
- Currently Relocatable
- Yes
- Facilities & Assets
- The business operates out of a well-appointed office building with flexible leasing terms. The facility includes one private office, two workstations, a co-working space, and access to a meeting room.
- Market Outlook / Competition
- The professional fiduciary industry is both competitive and rewarding. This business stands out due to its long-standing client relationships and exceptional service record. With a solid foundation and a reputation for excellence, this business is well-positioned to continue thriving in a competitive market.
- Opportunities for Growth
- There is significant potential for growth by expanding services to new geographic areas, increasing marketing efforts, and enhancing digital presence. The business can also grow by forming strategic partnerships and leveraging technology to streamline operations. With the existing strong client base and industry reputation, the new owner can achieve substantial growth with the right strategies. ?
Real Estate
- Owned or Leased
- Leased
About the Sale
- Seller Motivation
- The owner is seeking to sell the business due to personal reasons.
- Transition Support
- Will train for 2 weeks @ $0 cost.
Listing Info
- ID
- 2472129
- Listing Views
- 11
Listing ID: 2472129 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
Businesses for SaleCalifornia Businesses for SaleCalifornia Professional Service Businesses for SaleCalifornia Legal & Accounting Businesses for Sale
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