Registered Investment Advisory Firm for Sale in San Diego, CA
Why this business stands out
A registered investment advisory firm in the San Diego metro area employs a multi-disciplinary approach to wealth management, generating $523K in SDE on a $3.1M asking price. The RIA structure provides recurring fee-based revenue tied to assets under management, creating predictable cash flow that is relatively insulated from economic cycles. This is a compelling acquisition for a licensed advisor seeking to acquire a client book and operational platform in one of California's most affluent coastal markets.
Financing snapshot
An illustrative SBA 7(a) scenario based on the figures above. Model your own assumptions in the SBA loan calculator.
- Asking price
- $3,067,098
- Cash flow (SDE/EBITDA)
- $522,826
- Est. down payment (10%)
- $306,710
- Est. SBA loan (10yr @ 10.5%)
- $2,760,389
- Est. monthly payment
- $37,247
- Annual debt service
- $446,968
- Owner cash flow after debt
- $75,859
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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Frequently asked questions
How much does this professional services business cost?
The asking price is $3,067,098. Exact terms and any seller financing are confirmed directly with the seller after you sign up.
What is the cash flow and valuation multiple?
This business reports approximately $522,826 in annual cash flow (SDE/EBITDA), implying a 5.9x multiple on the asking price.
Where is this professional services business located?
It operates in the San Diego-Carlsbad area. The exact city is shown after you create a free Searcher OS account.
Can this acquisition be financed with an SBA loan?
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.