Financial Services Consulting Firm for Small/Micro-Cap Corporations

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Financial Details

Asking Price:
$2,800,000
Profit Metric:
Cash Flow
Location:
US
Source:
Date:
September 15, 2025

Key Highlights

Specializes in comprehensive capital market consulting for small and micro-cap corporations.
Leverages a low-cost European call center and focuses on the OTC/Pink Sheet market.
Provides diverse financing options, benefiting from new regulations that enhance profitability.

Description

This listing presents a financial services consulting firm specializing in capital market advisory for small and micro-cap corporations. The company focuses on the OTC/Pink Sheet market and operates with a cost-effective call center based in Europe. It offers a range of financing options, including those for public companies, and is positioned to benefit from recent regulatory changes that have increased profitability. The sale includes valuable assets such as a list of suppliers, the European call center infrastructure, a 50,000-email database, and comprehensive marketing materials. The business is relocatable, and the owner is willing to stay on to ensure a smooth transition. Franchise documentation is available, suggesting potential for future expansion through franchising.

Industry Information

Industry Description:
Financial Services
Classification:
Financial Services

Real Estate & Lease

Status:
Unknown

Listing Details

Listing ID:
bd010bc7-cb77-4822-a7e4-46b606d70ce1
Deal Status:
For Sale
Date Posted:
July 01, 2023
Last Updated:
September 15, 2025
Currency:
USD