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South Dakota Financial Businesses for Sale

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State: South Dakota Industry: Financial Clear all
Contact Broker View all SD Brokers Patrick Steffl - South Dakota Business BrokerSD
56 Listings
Murphy Business and Financial Corporation is one of the largest and most trusted business brokerage firms in North America. Patrick is owner of Murphy Business of Minnesota, LLC
Cash Flow: $223,479 
South Dakota 
View Details 
Wealth Planning Business Netting 65%

Located in the southeast corner of South Dakota, this insurance and financial planning business has been helping clients grow their wealth for nearly 40 years. Showing a 41% increase in sales between 2015 and 2016, the current owner nets a 65% margin with very little marketing or advertising. As the seller is planning his own retirement, he is looking for a buyer with the same commitment to working toward clients’ financial goals.With roughly 2,000 clients on the books, the owner offers retirement annuities, life insurance, assistance with estate and tax planning, and many other services. Of the 2,000 clients, around 10% (200) are small business owners. A buyer could increase this area for More info

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