Well-Established Financial Services Firm #1927

List Price:
$1,700,000
Revenue:
$1,366,810
Cash Flow:
$535,744
Region:
Texas
Location:
Houston, TX

Overview:

Unlike traditional financial service firms, this company has developed a distinctive business model that goes beyond standard bookkeeping services. The firm specializes in comprehensive financial solutions tailored to a wide spectrum of industries.

Services include strategic idea implementation, customized break-even models, sophisticated future forecasting models and more.

The majority of revenue is recurring and operations are fully remote, offering a unique opportunity to realize sustainable, healthy cash flow margins.

2024
Revenue:
$1,366,810
Cash Flow:
$535,744

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Your Listing Advisor.

Nick Childs

Advisor

Nick joins Viking M&A with over 12 years of real estate experience where, for the past 8 years, he focused on light industrial, multifamily, and investment sales. In 2016 he began selling local businesses, successfully representing sellers in asset sales ranging from family-owned businesses to national franchises. Mr. Childs’ combined expertise in commercial real estate and main-street business sales brings a valuable skill set to Viking M&A and his clients.

Nick is Co-GP and Asset Manager on over 100+ self-storage units for a private equity firm out of Silicon Valley.

He enjoys playing in local chess tournaments and loves spending time outdoors with his family and two children, Kennedy and Remington.

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