Fiduciary Services Firm - Twin Cities Metro
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Turnkey Fiduciary Services Firm — Twin Cities Metro
Rare opportunity to acquire a profitable, well-established fiduciary services practice with over 10 years in business, a sterling reputation, and a loyal book of 50+ active clients throughout the Twin Cities Metro.
Highlights:
-10+ year operating history with proven track record
-Seller's discretionary earnings exceeding $250K
-Long-tenured client relationships producing stable, recurring revenue
-Significant growth runway — current owner is actively turning away new business
-Established processes, systems, and referral pipeline already in place
Rare opportunity to acquire a profitable, well-established fiduciary services practice with over 10 years in business, a sterling reputation, and a loyal book of 50+ active clients throughout the Twin Cities Metro.
Highlights:
-10+ year operating history with proven track record
-Seller's discretionary earnings exceeding $250K
-Long-tenured client relationships producing stable, recurring revenue
-Significant growth runway — current owner is actively turning away new business
-Established processes, systems, and referral pipeline already in place
About the Business
- Years in Operation
- 13
- Employees
- 2 Full-time
Listing Info
- ID
- 2498250
- Listing Views
- 9
Listing ID: 2498250 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.
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