Financial Planning
Location Florida,United States
Asking Price Range $500K - $1.0M
Gross Revenues $430169
Net Profit / Cash Flow $318894
Cash Flow Type Sellers Discretionary Cash
Seller Finance Yes
Year Established 1991
Number of Employees 1 - 3
Inventory 10000
Relocatable Yes
Number of Employees 1 - 3
Real Estate Leased
Training Seller prepared to work for new owner for extended period
Reason for Sale Planning for own retirement.
Description 15 year business specializing in financial planning & management for senior citizens advising on income maximization, Medicaid approval, VA pension eligibility & related products such as annuities & life insurance. Large client base with work split between fees & commission. Associated services eg wills, trusts are subcontracted to provide full service. Ideal business for CPA/attorney looking to expand their portfolio or financial planner moving to Florida. Seller will stay upto 3 years for transition. Please refer to Listing #350-5705 and ask for Robert Lesser when inquiring.
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