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Financial Services
| Asking Price: | Not Disclosed | Inventory: | |
| Gross Revenue: | $360,000 | Real Estate: | n/a |
| Cash Flow: | $175,000 | FF&E: | n/a |
| ++ included in the asking price ** not included in the asking price | |||
This financial services company has been in business a very long time and is well recognized in the area. A number of years ago, the firm had many agents work for them, but they decided to scale down and simply their business by moving into smaller space. For most of the past decade, the business has been run as one true financial advisor and one or more administrative assistants. Approximately half the revenue comes from referrals. There are many files of existing customers that have aged over the years. The owner believes P & L or Long Term Care would be easy sales to even the existing customer base. Most customers have been advised/sold investments and/or annuities. Any estate planning matters are referred to an attorney. This business is easily relocatable as no lease is in place. The owner is approaching retirement age and has some health issues that have prompted them to sell the business. They will offer whatever transition period may be required to a buyer. Seller Financing will be considered on a Buyer for Buyer basis. For further information on this listing, please contact Peter Coleman at peterc@sunbeltnetwork.com or Direct Line 704-644-1142
About the Business
Relocatable:Yes
Sell Your Business | This listing has been viewed 12851 times
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Industry: Financial
Segment: Investment Advisors Next Listing: Financial Asset Management Company For Sale
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The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. Please review the full Disclaimer here.
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