Registered Investment Advisor for Sale in Jacksonville, FL
Why this business stands out
This SEC-registered investment advisory firm in the Jacksonville, Florida area manages approximately $300 million in assets under management across individual investors, business owners, and family estates. The practice generates $2M in annual revenue and $1.3M in adjusted EBITDA, supported by a team of three advisors. The fee-based AUM model provides predictable, recurring revenue with strong margins and minimal capital requirements.
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Frequently asked questions
How much does this professional services business cost?
The asking price is $7,000,000. Exact terms and any seller financing are confirmed directly with the seller after you sign up.
Where is this professional services business located?
It operates in the Jacksonville 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.