Own a Finance & Wealth Planning Agency !

Asking PriceNot Disclosed

Cash Flow

EBITDANot Disclosed

Gross RevenueNot Disclosed

InventoryNot Disclosed

FF&ENot Disclosed

Real EstateNot Disclosed

Wealth & Financial PlanningSave

Own a Finance & Wealth Planning Agency !


Asking PriceNot Disclosed

Cash Flow

EBITDANot Disclosed

Gross RevenueNot Disclosed

InventoryNot Disclosed

FF&ENot Disclosed

Real EstateNot Disclosed

Business Description
This is an exceptional opportunity to establish and grow your own finance and wealth planning agency backed by industry-leading carriers and comprehensive support systems. Perfect for ambitious professionals seeking to build a legacy business or create a lucrative second revenue stream. Build equity from day one while benefiting from proven systems, established carrier relationships, and ongoing support typically reserved for large established firms.

Key Highlights
- Leadership Role: Recruit, train, and build your own team of financial professionals
- Top-Tier Carrier Support: Access to leading insurance and financial product providers in the industry
- Flexible Business Model: Operate as a full-time enterprise or part-time supplemental income source
- Proven Systems: Leverage established processes, technology platforms, and marketing resources
- Ongoing Training: Continuous professional development and business coaching
- Scalable Growth: Build passive income through team production and residual commissions

This opportunity is perfect for:
- Entrepreneurs with sales and relationship-building experience
- Current insurance or financial advisors looking to expand
- Business professionals seeking a career transition with purpose
- Individuals passionate about helping families achieve financial security
- Leaders who want to build and mentor a team

Revenue Model:
- Multiple income streams provide financial stability and growth potential:
- Direct Sales Commissions: Earn on personal client production
- Override Income: Receive overrides on team member production
- Residual Income: Build recurring revenue from policy renewals and managed assets
- Bonus Programs: Qualify for carrier bonuses and performance incentives
About the Business
Currently Relocatable
Yes
Currently Home Based
Yes
Market Outlook / Competition
Why This Opportunity Stands Out
- Work-Life Balance: Control your schedule and work from anywhere
- Purpose-Driven: Make a meaningful impact on families' financial futures
- Protected Territory: Build your business without competing against your own organization
- Technology Enabled: Modern tools streamline operations and client service
- No Ceiling: Income potential limited only by your ambition and effort
- Exit Strategy: Build a saleable asset with transferable value
Opportunities for Growth
The financial services industry continues to show strong growth with increasing demand for retirement planning, wealth management, and insurance protection. With baby boomers retiring and millennials entering their peak earning years, the market opportunity has never been stronger.
About the Sale
Transition Support
- Contracts with top-rated insurance carriers and financial service providers
- Back-office operational support and compliance assistance
- Marketing materials and digital presence tools
- CRM and practice management technology
- Product training and industry certifications
- Recruiting and team-building resources
- Ongoing mentorship from successful agency leaders
- Lead generation programs and client acquisition strategies
Listing Info
ID
2477525
Listing Views

Contact Seller

By clicking the button, you agree to BizQuest's Terms of Use and Privacy Notice.

Business Listed by: Sam Ali Lonestar Business Advisor

Listing ID: 2477525 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. See our full Terms of Use. Learn how to avoid scams.