Financial Services Company In Orange County For Sale

Business description

This is a turn-key Financial Services company assisting consumers in improving their personal financial situation. All the systems and procedures are in place for a seemless operation. The company has 4 years of experience in this line of business. The market opportunity for the services has been good the last 3 years and the outlook is also strong due to the current recession and mortgage pressures. Asking Price includes Current Account Receivable pipeline around $100,000, and a Contracts Pipeline around $250,000.

The client base currently consists of consumers, however the potential for commercial services is also available.
The company facility is approx 3000 square feet of office space and offers seating to about 30 employees. The company has been in this same location for over 3 years. The current lease expires in end of Q1, 2012. The buyer has option to renew lease or partial lease of existing office or relocate.

The company is well structured financially and does not have any debt. The office consists of 3 business units; sales force, processing & marketing services. The interaction and payments between the 3 units is structured very efficient and supported by accounting set up for clear transparency. Company currently retains attorney services that are outsourced. An attorney could possibly facilitate the legal services himself/herself, which will reduce the annual operating cost by $72,000.

THE BUYER WILL INHERIT
• Very efficient organization that runs seemlessly
• Professional offices on central location
• Lease fee of approx $4300 which included all amenities.
• Complete professional office furniture (2010); electronic hardware; computers, telephones + phone system etc.
• Proven sales materials and fully documented systems & procedures; effective even for people who have no previous industry experience; accounting, sales, processing, marketing, legality etc.
• IT infrastructure; CRM, phone tracking & recording system etc.

Property information

Real Estate:

Lease

Other information

Support & training:

excellent

Reasons for selling:

New Ventures

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