11 matching businesses
11 matching businesses | Price | Revenue | Earnings | Location | |
|---|---|---|---|---|---|
Cloud-Based Back-Office / Marketing Services FirmFinancial advisory back-office software platform serving 150 offices with $517k in revenue, 80% renewal rates, and capacity for 600 offices. | $495K | $517.7K | $165.3K SDE | CityMaine | |
Stock Market Analysis SaaS PlatformStock market news platform generating $700k EBITDA on $2M revenue, with 35% margins and recurring subscriptions from individual and institutional clients. | $25M | $2M | $700K SDE | CityConnecticut | |
Litigation CompanyInvestment Services business for sale in Florida. | Ask | $1.5M | $325K SDE | CityFlorida | |
Financial Education & Trading Mentorship BusinessDigital trading education company with $150k six-month revenue, sub-$2k monthly overhead, commission-based sales, and a new product generating $26k in 15 days. | $300K | $150.2K | $38.1K SDE | ||
Boutique Institutional Research FirmInvestment research firm generates $10M revenue from 200 institutional clients, with no client above 20% and referral-driven growth without a sales team. | Ask | $10M | $1.4M SDE | CityNew York | |
Wealth Planning FirmFinancial planning firm retains 99% of clients and grew revenue to $1.8M, with recurring annuity income and projected EBITDA of $750k. | $6M | $1.8M | $500K SDE | CityArizona | |
Independent Insurance / Financial Planning AgencyIndependent insurance agency earns recurring commissions from a diversified policy book at margins above 50%, with minimal daily oversight. | $210K | $245.6K | $130.9K SDE | CityCalifornia | |
Activist Short Selling Research & Asset Management GroupActivist investment research publisher has an established audience and recognized brand that supports an affiliated fund managing $50M in assets. | $140M | $1.6M | $1M SDE | CityNew York | |
Investment Management CompanyInstitutional financial services firm generates $10M annual revenue across four business lines, with 60% recurring revenue from long-term distribution agreements. | Ask | $10M | $0 EBITDA | CityNew York | |
AI-powered Investment PlatformInvestment software platform growing recurring SaaS revenue from $50k to $2.2M, with additional brokerage, premium service, and referral revenue. | Ask | $1.9M | ($1M) EBITDA | CityWyoming |