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.


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