Financial Services
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
Relocatable Yes
Number of Employees 1 - 3
Real Estate Leased
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. Contact for more information on this Financial Services business for sale.
Click Here To Contact Seller
For more opportunities like this go to:
|
|
NEWSLETTER
|
|
Sign up for Free Industry-Related News on Business and Franchise Opportunities
|
|
