Bank Advisory Services - Sale Pending (Financial Related, Investment Advice)
Dallas County - Texas, Dallas
| Seller Financing: |
No |
| Lender Pre-Qualified: |
No |
| Listing ID: |
73802 |
| Status: |
Active |
Listing Details
| Listed Price: |
$3,500,000 |
| Down Payment: |
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| Total Sales: |
$5,200,000 |
| SDE: |
$1,600,000 |
| EBIT: |
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| EBITDA: |
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Included? |
| Real Estate: |
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Included? |
| Inventory: |
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Included? |
| A/R: |
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Included? |
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| Reason for Sale: |
Retirement |
| Training: |
Seller agrees to aid in a smooth reansition |
| Financing Terms: |
Negotiable |
Operations
| Year Established: |
1997 |
| Last Acquired: |
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| Form of Ownership: |
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| Home Based: |
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| Relocatable: |
Yes |
| Type of Location: |
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| Absentee Owner: |
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| Online: |
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Full Time: / Part Time: |
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Location
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Summary
| Business Description: |
Sale Pending - Well established financial advisory firm offering consulting services and staff augmentation to major global financial institutions. Named as one of INC Magazine's fastest growing 500 companies, the company is enjoying resurgent growth after the recent financial meltdown on Wall Street. The use of virtual offices eliminates the need for a physical plant, thus saving significant overhead expense and resulting in SDE of over 30% pre-tax. A partial menu of services includes but is not limited to trust services, lock box, mergers, systems integration, strategic planning and process improvements, etc. |
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