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Financial businesses in US

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
Bids Invited
 
 

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: $5.1m
Adjusted EBITDA: $322,000
Bids Invited
 
 

A Houston-based Real Estate Appraisal Management CompanyFinancial

Southeast US
VEN020
Included in this offering is an appraisal management company (AMC) that offers property valuation services to mortgage lenders, banks, and credit unions through its network of appraisers. The company offers a turnkey solution for lenders to complete property appraisals and remain in compliance with all laws and regulations.
Turnover: $7.9m
Adjusted EBITDA: $987,000
Bids Invited
 
 

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
Bids Invited
 
 

$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
Bids Invited