Corporate Financial Services Business
Beverly Hills, CA
A turnkey, revolutionary financial services company located in the heart of Beverly Hills, California that has changed the small business funding paradigm forever. The 13-year-old business has a very well-known name brand, a respected reputation, and a first-class, seven-figure sales generating business model. This business occupies the top position within a highly competitive financial services niche market. The company provides unique, strategic business funding services as well as one-of-a-kind Executive Search and Placement Marketing Services to a sophisticated corporate client entrepreneurial market base. The sale includes a proprietary business model and copyrighted intellectual properties including a library of sales and marketing materials that have been developed by the sellers and are active and in play daily. The advertising campaigns are in place and the schedule is pre-programmed. The sales pitch scripts have been perfected over the years and proven to yield success. The contracts have been attorney-drafted, time tested and bulletproof. With a 3,500 plus client and potential client database, the contact list is priceless, lighting up the switchboards and generating $50,000-$100,000+ in average sales every time the business executes a sales campaign and clicks the “send button”. (Able to demonstrate this to a potential buyer). The business has cultivated a strong network of strategic relationships with accountants, bankers, lenders, sales agents, lawyers, and business professionals that allow the business to operate like a well-oiled machine. These relationships are highly valuable and have flourished over the past 13 years. All company revenue to date has been generated by incoming calls, and there is unlimited future profit potential for this unique financial services business. Growth may be realized by increasing advertising, additional staffing, implementing a cold calling initiative, utilizing social media, and offering more in-house services. One additional service can be immediately added “in-house” (by hiring 1-2 additional employees) for a very specific service that can be disclosed to a potential buyer. This additional service has been professionally estimated to generate an additional $1.4M-$1.7M annually and this one service offered in-house could easily more than double the yearly income and profit potential of the subject business. The existing inventory included in this sale has a wholesale value of about $500,000 and an estimated retail sales value of $1,250,000+. Also included in the sale price is FF&E of $12,000 and accounts receivables of approximately $1,698,440. The office is fully furnished and completely operational. The entire start to finish business operations program can be learned by the new owner in under two weeks. If additional guidance is needed the sellers are willing to enter into a limited consulting agreement with the new owner(s).