Unlock the potential of this established Sydney-based mortgage brokerage, a prime acquisition for ambitious buyers looking to fast-track growth. Founded in 2016 and operating from a flexible home office in South Western Sydney, this business boasts a robust loan portfolio and consistent annual growth. With a solid trail book, a well-maintained client database, and structured client engagement for retention, this brokerage is perfectly positioned for success. The owner, transitioning to a new venture, is motivated to sell and open to a referral agreement post-sale, ensuring a smooth handover for the right buyer.
Key Features:
Established & Growing: Operating since 2016 with consistent loan book growth, valued at approximately $46 million.
Flexible Operation: Home office-based, with the vendor working just 15-20 hours per week, Monday to Friday.
Comprehensive Assets: Sale includes business ownership, brand, website, email address, client database, and loan book.
Strong Partnerships: Two referral partners, details shared with the buyer, plus an optional post-sale referral agreement.
Client-Centric Model: Structured engagement processes ensure high retention and client care.
Aggregator Support: Backed by a trusted industry aggregator.
This Sydney-based mortgage brokerage is a rare opportunity to acquire a thriving, low-maintenance business with a strong foundation for growth. Ideal for buyers seeking a scalable operation with an established client base and flexible work structure, this sale includes all essential assets and the potential for ongoing referral partnerships. Don’t miss your chance to capitalise on this dynamic business in South Western Sydney—enquire now to secure your future in the mortgage industry!
Contact Information:
Take the first step toward owning this profitable and established business. Act now!
For a detailed prospectus and more information on this not-to-be-missed opportunity, please contact the team at Yield Business Brokers.
Details about the business for sale are confidential and will only be disclosed after a Confidentiality Agreement is signed, at the broker’s discretion.
Stock photos might be utilised to represent the business without revealing its identity.
Buyers should conduct their own investigations to confirm the accuracy of the information provided.
Keywords: Mortgage Broker, Mortgage Brokerage, Finance, Lending
