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:
Total Sales: $5,200,000
SDE: $1,600,000
EBIT:
EBITDA:
FFE: Included?
Real Estate: Included?
Inventory: Included?
A/R: Included?
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Contact Information
Nutmeg Advisory Partner, llc dba VR Business Sales
941 Grand Ave
New Haven Connecticut 06511
Office: 203-772-3773
Fax:
Email: jeff@vrnutmeg.com
www.vrnutmeg.com
Send Email To Agent
Reason for Sale: Retirement
Training: Seller agrees to aid in a smooth reansition
Financing Terms: Negotiable

Operations

Year Established: 1997
Last Acquired:
Form of Ownership:
Home Based:
Relocatable: Yes
Type of Location:
Absentee Owner:
Online:
Employees: 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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