All-round financial advisory firm

Name: All-round financial advisory firm
Brand: Brookz

Active in mortgage and insurance consulting

All-round financial consultancy firm, Active in mortgage and insurance advice. Get in touch via Brookz.

Revenue €400k - €450k

Profit Profit

Sector Business services

Industry Financial service providers

CountryNetherlands

Region Eastern Netherlands

Province Province

Sold

FTE

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Type of customers

Client Type

Offered on behalf of.

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Revenue €400k - €450k

FTE 2-5

Description

A modern organized and well profitable financial advisory office with strong regional position in Eastern Netherlands, Achterhoek. The company focuses on mortgage advice combined with private non-life insurance and has a loyal client portfolio with structural inflow of new mortgage files. A combination of commission income and service subscriptions provides a stable and growing base of recurring income.

Key points:

Strong regional reputation and very high customer satisfaction (Advieskeuze&NH1816)
Average of ±75 mortgage files per year.
Growing share of revolving commission from non-life insurance
Structural income from service subscriptions
Above average profitability within the industry

Scope:

Revenue: approximately €350,000 - €400,000
Recurring income: > €150,000
EBITDA: > 50%.