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Financial businesses in US

Reputable Insurance Brokerage and Identity Fraud OfferingFinancial

Midwest US
VEN1267
The offering is a group of four companies that analyze individual and group needs for insurance. The brokerages work with a broad group of products and carriers to create insurance packages for clients. In addition, the group also offers identity protection services.
Turnover: $1.2m
Adjusted EBITDA: $310,000
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Professional Registered Accounting Services FirmFinancial

Southeast US
VEN2298
A registered CPA firm that performs bookkeeping, outsourced accounting, payroll/PR tax, SALT tax, consulting, forecasting, and individual and business income tax services. The company’s primary goal is to help clients become more profitable and increase their cash flow by utilizing the client’s financial information to provide insights and understanding of results and operations. With these tools, clients are able to view multiple future scenarios and make strategic decisions that have a positive and long-lasting impact on profitability and cash flow. By adding value to the technical accounting services, they perform, they become a trusted advisor which results on long lasting and highly valuable client relationships.
Turnover: $1.1m
Adjusted EBITDA: $546,000
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$600M AUM TAMP and Investment Advisory FirmFinancial

Southeast US
FIS165
$600M AUM Turnkey Asset Management Program (TAMP) and investment advisory firm with representation throughout the United States. The company offers retirement, tax-managed, and 401(k) solutions through proven academic principles.
Turnover: $5.7m
Adjusted EBITDA: $368,000
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Premier Mortgage and Lending BrokerFinancial

Southeast US
VEN513
A mortgage lender and broker specializing in conventional, FHA, VA, Harp 2.0, reverse and commercial mortgages.
Turnover: $1.2m
Adjusted EBITDA: $369,000
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Experienced and Licensed Collections Agency in the MidwestFinancial

Midwest US
FIN1380
The company is a provider of collection and receivables management solutions. The company is licensed, insured, bonded and registered to collect nationwide and its capabilities as a full call center provide the expertise to manage the life cycle of accounts.
Turnover: $5.2m
Adjusted EBITDA: $681,000
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Leading Mortgage and Lending Broker with Strong Bank RelationshipsFinancial

Midwest US
VEN614
The company is a mortgage lender specializing in home loans, home equity loans, debt consolidation, and jumbo loans. The loans are marketed over the internet or through relationships with local and regional banks in the area.
Turnover: $1.5m
Adjusted EBITDA: $513,000
Bids Invited