Established Financial Advisory Practice in Franklin, Wyoming - Retiring Owner

Franklin, Wyoming

About This Business

This well-respected financial services firm has been a trusted cornerstone of the Franklin, Wyoming community since 1991. With over three decades of operation, the business has built a loyal client base and established strong relationships throughout the region. The practice generates annual revenue of $505,738 with a healthy cash flow of $51,606, demonstrating consistent profitability and operational efficiency. The business is primed for immediate transition with minimal ramp-up time for a qualified buyer. The team consists of 10 dedicated employees who manage client portfolios, provide financial planning services, and maintain the day-to-day operations. The existing infrastructure, established client relationships, and experienced staff provide an excellent foundation for continuity and growth under new ownership. The business operates with proven systems and processes that have successfully weathered market cycles and economic changes over three decades. The owner is retiring after a fulfilling career building this respected practice and is seeking a qualified buyer who will honor the legacy of service to the Franklin community. This is an excellent opportunity to acquire a mature, cash-flowing financial services business with immediate revenue potential and an established market presence. The asking price of $258,030 represents an attractive valuation for a business with this track record and stability.

Financial Details

Business Details