Unique Investment Opportunity in Self-Directed IRA
An established provider with over 20 years of experience is seeking a strategic partner or acquirer to fuel growth and expansion.
The company offers:
* A proven track record with $650M–$700M in assets under management.
* Integrated services, combining custodial compliance and client-facing support.
* Significant growth potential, with a projected 50% account increase this year.
This is an ideal opportunity for firms in wealth management, trust services, or private equity seeking to enhance their service offerings or enter this dynamic space.
Financials (USD)
Asking Price Not Disclosed
Cash Flow $300,000
Sales $1,500,000
Deal Terms
Represented by broker? Available On Request
Buyer Fee? Available On Request
Seller Financing? Available On Request
Willing to co-broke? Available On Request
Principals only? Available On Request
Franchise? No
Management will stay? Yes
Relocatable? Available On Request
Real Estate? No
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