Fast growing financial advisory firm

Arnhem area

Revenue €350k–€400k

Profit Profit

Sector Business services

Industry Financial service providers

CountryNetherlands

Region Eastern Netherlands

Province Province

Municipality Place name

Under negotiation

FTE

Legal form

Type of customers

Client Type

Offered on behalf of.

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The purchase and sale of this proposition are currently under negotiation. These are exclusive and therefore this proposition is temporarily unavailable.

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This profile is up-to-date and available.

100% independent platform

Revenue: €350k – €400k

FTE 1

Description

The company concerns a fast growing and modern organized financial advisory office with strong regional market position in Arnhem and surrounding municipalities. The company focuses primarily on independent mortgage advice in combination with private and business non-life insurance. In a short time a strong and loyal client portfolio has been built up with a structural inflow of new clients. The company distinguishes itself through strong organic growth, high customer satisfaction and successful conversion of mortgage relationships to total relationships. As a result, the share of recurring commission income is also growing structurally.

Highlights

Strong organic revenue and portfolio development since inception;
Average of approximately 109 mortgage files per year;
Fast-growing non-life insurance portfolio;
High inflow through word of mouth and businesspartners;
Strong regional position within start-ups, young families and independent entrepreneurs;
Relatively young client portfolio with long future client lifetime.

Size
Revenue 2025: approximately €360,000 / Forecast 2026: €400,000
Ongoing revenue: > €70,000 Already 'realized' mortgage revenue 2026: approximately €250,000

Takeover
The owner is willing to stay involved part-time for a period to be agreed upon for mortgage advice, relationship management and introduction of new relations. This allows for a careful and warm transfer towards clients and buyer. The proposed transaction involves an asset/liability transfer of an operating business including client portfolio and operating business assets.