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Newly Established Wellness Retreat Investment Opportunity in Beacon, USA

Wellness retreat brand building a flagship centre in Hudson Valley offering personalised immersive experiences.
This Business is on a Premium Plan
Established 0-1 year(s)
Employees 2 - 5
Legal Entity Limited Liability Company (LLC)
Reported Sales Nil
Run Rate Sales Nil
EBITDA Margin Nil
Industries Wellness Retreats
Locations  Beacon
Local Time 8:42 AM America / New York
Listed By Business Owner / Director
Status Active
Overall Rating
Partial Stake Sale
USD 150 thousand for 25.0% stake (Native Currency: USD 150,000)
Reason: Investment is sought to transition the business model from primarily mobile operations to include a ... View More
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Business Overview
- The firm operates as a wellness accommodations brand, offering unique retreats and artist residencies.
- Currently functioning under a mobile retreat model, the company has successfully hosted over 125 participants across the U. S. , Europe, Caribbean, and Latin America, demonstrating market reach beyond a single location.
- Drawing on over a decade of experience in holistic wellness, sound therapy, travel curation, and brand development, the team possesses deep industry expertise.
- Strategic partnerships with yoga instructors, chefs, travel concierges, and local artisans enhance the experience and operational capacity.
- A strong reputation for personalised care and immersive experiences has been built, leading to recognition, including invitations to corporate events and festivals.
- Plans are underway to establish a flagship residence in the target region (Hudson Valley or Panama), designed as a Balinese-style, feng shui/Ayurveda-aligned compound to serve as a permanent base.
- Primary services offered include element-themed wellness retreats and dosha-themed weekend retreats featuring sound healing, yoga, reiki, and meditation. Short-term stays will also be a primary offering, supplemented by workshops and potentially outsourced services like acupuncture.
- The target market comprises practitioners, wellness travelers, creative professionals, the expat community aged 45 and over, and tourists seeking short stays, indicating diverse customer segments.
- Has already established a strong presence in the Hudson Valley, with a growing audience and a reputation that continues to expand through valuable referrals. This demonstrates trust in the brand and its offerings, showcasing its ability to connect deeply with wellness seekers and create lasting impressions.
Products & Services Overview
5 element-themed wellness retreats & 3 dosha-themed weekend retreats.
Retreat packages, which combine accommodation, sound healing, yoga, Reiki, and meditation, will be the top service.
These are primarily utilised by practitioners, wellness travelers, creative professionals, the expat community aged 45+, and short-stay tourists seeking relaxation, inspiration, and immersive holistic experiences.
Short-term stays are also identified as a primary service offering.
Assets Overview
There are no tangible assets at this moment.
Valuable intangible assets have been developed, including the brand name, a growing client database from past retreats, established strategic partnerships, a social media presence, and proprietary digital content.
Facilities Overview
- The future facility will feature dedicated spaces like sound pods, a yoga shala, and a music studio, targeting approximately 10,000–15,000 sq. ft. across multiple structures to accommodate a range of activities.
- Development is planned to be eco-conscious and sustainable for at least 50 years, aligning with potential investor and clientele values and designed to appeal to discerning guests, including celebrity clientele and wellness investors.
Capitalization Overview
The flagship wellness retreat will be setup under a new holding company where the investor will get a stake.
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1 Investor contacted this Business this month. Register below to connect now!
Disclaimer: SMERGERS is a regulated marketplace for connecting business sell sides with investors, buyers, lenders and advisors. Neither SMERGERS represents nor guarantees that the information mentioned above is complete or correct.
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