Fiduciary Services Firm - Twin Cities Metro - 11810 MMKB

Turnkey Fiduciary Services Firm — Twin Cities Metro

Rare opportunity to acquire a profitable, well-established fiduciary services practice with over 10 years in business, a sterling reputation, and a loyal book of 50+ active clients throughout the Twin Cities Metro.

Highlights:

• 10+ year operating history with proven track record
• Seller's discretionary earnings exceeding $250K
• Long-tenured client relationships producing stable, recurring revenue
• Significant growth runway — current owner is actively turning away new business
• Established processes, systems, and referral pipeline already in place

Email katie@calhouncompanies.com or manoj@calhouncompanies.com for more information.