Key Highlights:

• Strong Recurring Revenue – Over $2.7M in recurring trail revenue in FY24.
• Proven Growth – Revenue consistently increasing year-on-year.
• Loyal Client Base – Significantly higher retention rates than industry norms.
• Remote Operations & Scalable Model – Fully remote workforce means this business is not geographically tied to any location.
• Unique Competitive Edge – The business operates a model that provides multiple revenue streams.
• Proprietary Systems & Branding – Established frameworks and systems ensure this business is ready for significant growth

Financial Snapshot

• Total Revenue: $4.84M
• Recurring Revenue: $2.71M
• Loan Book: $744M

This business is prime acquisition opportunity for an existing and sizable mortgage brokerage, financial services group or private equity firm looking for a scalable business that is operated under management with potential to grow rapidly.

Confidential Sale: Details available upon signing a confidentiality agreement.