This established fiduciary services practice in the Twin Cities metro area has operated for over a decade, serving a loyal book of 50 or more active clients with stable, recurring revenue exceeding $250,000 in annual SDE. The business has significant growth runway, with the current owner actively turning away new clients — indicating demand that a more growth-oriented operator could capture. The home-based, low-overhead model and established referral pipeline make this an attractive acquisition for a credentialed fiduciary professional seeking an established practice.
An illustrative SBA 7(a) scenario based on the figures above. Model your own assumptions in the SBA loan calculator.
Illustrative only — not a financing offer. Assumes a 10% down payment and a 10-year SBA 7(a) loan at 10.5%. Actual terms vary by lender, deal structure, and buyer profile.
The DSCR shown is computed on raw cash flow — before the owner-salary, maintenance-capex, and rent adjustments SBA lenders apply when underwriting. Model the lender's view in the DSCR calculator.
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The asking price is $450,000. Exact terms and any seller financing are confirmed directly with the seller after you sign up.
This business reports approximately $272,257 in annual cash flow (SDE/EBITDA), implying a 1.7x multiple on the asking price.
It operates in the Minnesota area. The exact city is shown after you create a free Searcher OS account.
Many businesses in this price range qualify for SBA 7(a) financing, which can cover up to 90% of the purchase price over a 10-year term. See the financing snapshot above for an illustrative scenario.
