Financial Wellness As a Service - Managed Services

Asking Price$29,000,000

Cash Flow
Not Disclosed

EBITDANot Disclosed

Gross RevenueNot Disclosed

InventoryNot Disclosed

FF&ENot Disclosed

Real EstateNot Disclosed

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Financial Wellness As a Service - Managed Services


Asking Price$29,000,000

Cash Flow
Not Disclosed

EBITDANot Disclosed

Gross RevenueNot Disclosed

InventoryNot Disclosed

FF&ENot Disclosed

Real EstateNot Disclosed


Seller Financing Available
Business Description
Fast growing Financial Wellness as a Service system, looking for a partner with a large downstream client base (over 100,000 users) provides a unique path to uncovering assets and making all your clients financially well. The system frees up cash flow quickly while helping to relieve Clients’ stress and guiding them to quickly becoming 100% debt free and confident. The system is easy to use and provides immediate and consistent positive reinforcement.

Founded by a Ph.D. and perfected over the past 15 years, it has unraveled the mystery of successful money management one thread at a time. This is the most comprehensive, affordable, credit-savvy debt-management and financial wellness program anywhere. Developed to help people by people who care.

Utilizing patented software, methodology the financial wellness system helps improve clients vital money management skills to achieve their financial goals.

A patented system for managing debt, budgeting, retirement planning and more. The Patent provides protection for an investment in a system that gives a clear path to building a large business with IP protections that would be difficult to duplicate.
About the Business
Years in Operation
17
Employees
2
Currently Relocatable
Yes
Facilities & Assets
N/A
Market Outlook / Competition
Unbelievable market with limited competition. No competition with patents are known.
Opportunities for Growth
Looking for a larger acquisition partner to grow the business significantly.
About the Sale
Seller Motivation
Retirement
Transition Support
All Support and Training will be provided by the seller and team.
Financing Options
Open to financing/royalty terms that would give the seller the true value of this opp
Listing Info
ID
2282461
Listing Views
2151

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Business Listed by: John Sosville Platform Brokerage

Listing ID: 2282461 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.