Established Financial Advisory Practice - Chester, NM - $3.1M Revenue

Chester, New Mexico

About This Business

This established financial services firm has built a strong reputation throughout Chester and surrounding communities since 2015. The business generates substantial annual revenue of $3.15M with healthy cash flow of $255K, demonstrating consistent profitability and client satisfaction. The company offers comprehensive financial planning, investment management, and advisory services to a loyal client base that spans both individual and small business segments. The operation is efficiently managed by a dedicated team of 5 professionals who have developed deep relationships with clients over the past nine years. The business benefits from recurring revenue streams, established trust within the community, and a referral-based model that has reduced customer acquisition costs. Systems and processes are well-documented, allowing for seamless transition and continuity of service. The retiring owner is committed to ensuring a smooth handoff to the right buyer. This turnkey opportunity presents an excellent foundation for an advisor seeking to expand their practice or an entrepreneur entering the financial services industry. Strong margins and operational efficiency make this an attractive investment in a growing market segment.

Financial Details

Business Details