Sacramento-Based Investment Advisory & Financial Planning Practice with Established Client Base

Sacramento, California

About This Business

This well-established financial services firm has built a strong reputation throughout the Sacramento region since 2011. With annual revenues of $680,761 and a healthy cash flow of $50,271, the business has demonstrated consistent performance and client retention over more than a decade of operations. The practice specializes in personalized investment advisory services and comprehensive financial planning for high-net-worth individuals and families in Northern California. The business operates with a professional team of 9 experienced employees, including licensed financial advisors, compliance specialists, and administrative staff. The established infrastructure and operational systems are designed for efficiency and scalability, allowing a new owner to maintain current client relationships while expanding service offerings. The client base represents recurring revenue streams with strong lifetime value potential. Located in Sacramento's competitive financial services market, this practice offers an attractive entry point for investors seeking an immediately profitable business with growth potential. The owner is motivated to transition to other ventures, making this an exceptional opportunity to acquire a turnkey operation with proven market position and operational excellence at a reasonable valuation multiple.

Financial Details

Business Details