Financial Coaching And Home Ownership Business Under Management Strong Recurring Revenue

Business For Sale Melbourne, Victoria 3000

Business Category Finance

Expressions of Interest Closing 20 June 2025

Description

Financial Coaching And Home Ownership Business Under Management Strong Recurring Revenue

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 a 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 the potential to grow rapidly.


For a full Information Memorandum, copy and paste this link to complete the confidentiality agreement - XXXXXXXXXX

Dru
Contact Seller
Dru Morgan

Bsale ID: 658573
Broker REF: BUS-1074

Business Brokers Network Australia
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