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Sale Pending - Well established financial advisory firm offering consulting services and staff augmentation to major global financial institutions. Named as one of INC Magazine's fastest growing 500 companies, the company is enjoying resurgent growth after the recent financial meltdown on Wall Street. The use of virtual offices eliminates the need for a physical plant, thus saving significant overhead expense and resulting in SDE of over 30% pre-tax. A partial menu of services includes but is not limited to trust services, lock box, mergers, systems integration, strategic planning and process improvements, etc.


Reasons for selling:
Retirement
Employees:
3
Years established:
14 years
Support & training:
Seller agrees to aid in smooth transition
Owner financing:
Owner financing is available. Please contact the seller for more information.
Financing available:
Flexible financing options available to qualified buyer.
Relocatable:
This business can be relocated.


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