Client portfolio mortgage consulting firm

The business involves a small, well-maintained mortgage portfolio in the Eindhoven region with a clear regional focus and a personal advice history. Clients are accustomed to paying for financial advice.

Business activities
The portfolio consists of mortgage advisory clients with recurring advisory needs, typically once every 5 to 7 years. This provides opportunities for repeat business and structural revenue from mortgage projects and related financial advice.

Markets and clients
The portfolio focuses on private clients (over 200) in and around the Eindhoven region. The client base is concentrated regionally, which makes portability and relationship management manageable.

Strengths.
The portfolio is easy to integrate within an existing advisory office and involves hardly any additional costs. Due to the existing advisory history and willingness to pay of clients, there is a solid basis for recurring revenue. With a limited number of mortgage transactions, the investment can be expected to be recouped.

Opportunities and growth possibilities.
In addition to the periodic mortgage advice demand, there are additional commercial opportunities in the area of non-life insurance and broader financial advice. Limited use has been made of these cross-sell opportunities in recent years, leaving room for revenue growth.

Transaction Information
The transaction can be realized at short notice and includes a careful, warm transfer. Interested parties can receive the information memorandum after signing a confidentiality agreement. The transaction is exclusively supervised by MBA finance on behalf of the seller.