Business Summary:
This professional fiduciary business, established in 2017, boasts a robust client base across California. Specializing in managing the financial affairs of individuals, this business has developed a reputation for reliability and exceptional service. The business operates with a dedicated team and a strong presence in the professional fiduciary industry.
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| Year
Business was Established: 2017 |
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| Number of Employees:
3 FT/3 PT |
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| Facilities / Terms of Lease:
The business operates out of a well-appointed office building with flexible leasing terms. The facility includes one private office, two workstations, a co-working space, and access to a meeting room. |
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| Potential
Growth/Expansion:
There is significant potential for growth by expanding services to new geographic areas, increasing marketing efforts, and enhancing digital presence. The business can also grow by forming strategic partnerships and leveraging technology to streamline operations. With the existing strong client base and industry reputation, the new owner can achieve substantial growth with the right strategies. |
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| Competition:
The professional fiduciary industry is both competitive and rewarding. This business stands out due to its long-standing client relationships and exceptional service record. With a solid foundation and a reputation for excellence, this business is well-positioned to continue thriving in a competitive market. |
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| Owner
willing to train:
Will train for 2 weeks @ $0 cost. |
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| Reason for selling:
The owner is seeking to sell the business due to personal reasons. |
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Seller Reference Number: 7005-18487
BusinessMart.com Listing Number: 320643 |
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To request more information
on this business
please fill out the form shown right 
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