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
This business is 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 potential to grow rapidly. Confidential Sale: Details available upon signing a confidentiality agreement.
For a full Information Memorandum, copy and paste the below link to complete the confidentiality agreement - https://form-morgan-business.web.app/form/1K21WlbAR2K3kmO5K1Kw
Canada 
