Recurring Revenue Model with Low Overhead – Ideal for Corporate Secretary or Financial Services Firm
A well-established, low-maintenance business generating recurring income with minimal overheads, making it highly attractive for corporate secretaries, accounting firms, or financial service providers looking to scale their offerings efficiently.
Key Highlights:
🔁 Recurring Revenue Model: Stable and predictable income stream from a loyal client base. 💼 Low Overhead, High Efficiency: Operates with lean resources and minimal fixed costs, making it easy to maintain and highly profitable. 📁 Full Portfolio Transfer: Buyer will assume complete ownership of the client portfolio directly from the insurer. ⚙️ Seamless Integration: Ready-to-run setup that can be easily absorbed into an existing business operation. 🚀 Expansion Opportunity: Strong potential to cross-sell related services (e.g., compliance, tax, insurance, or advisory).
This is a turnkey solution with reliable cash flow and room for growth—perfect for a buyer seeking to expand in the professional or financial services space with minimal additional investment.