Financial Asset Management Company For Sale
Location Florida,United States
Asking Price Range $250K - $500K
Gross Revenues $128000
Net Profit / Cash Flow $64000
Cash Flow Type EBITDA
Seller Finance Yes
Year Established 1969
Number of Employees 1 - 3
Inventory 72000
Relocatable No
Number of Employees 1 - 3
Real Estate Leased
Training As required to ensure a smooth transition to the new Owner or Partner.
Reason for Sale Owner is seeking a partner or new Owner as he has been actively seeking a political office position in Florida.
Description Financial Asset Management Company needs a Partner/Owner with Financial Insurance Profits to join this leading company for $305,000. Established 1969, current Owner's expertise has created a long & profitable growth record in the financial services sector. Services include: Seminar/Workshops; Estate Planning, Retirement, Long Term Care, Variable Annuities, Mutual Funds, & other financial products available under the Series Six License & Health Savings Accounts, encompassing a variety of companies. *Excellent Company offerings include: Alliance Life Insurance Company of North America; Zurich & Chase Life. Owner is a member of BISYS: an agency with 238,000 independent brokers that represent over 200 companies. Their goal is to create financial solutions & provide an extraordinary amount of personal service. They strongly believe that by educating their clients, they can be well-informed participants in their personal financial planning process. They determine the clients financial & personal goals, then help them create a strategy designed to help achieve those goals The service offered by this company breaks down as follows: Equity Indexed Annuities: 50% Variable Annuities: 20% Universal and Term Life. Insurance: 10% Long Term Care: 10%.
Mutual Funds: 7% Livings Trust: 3% Located in Tallahassee, North Florida in a 2,000 sq.ft free standing comfortable office building in the State Capital. The company was originally established in Charlotte, NC for the Million Dollar Round Table & later moved & incorporated in 1981 in Tallahassee. Excellent profit ratio basis & a broad range of clientele primarily in Florida, but with licensing in N. C & TX. Owner has been actively seeking a political office position in Florida. The new partner/owner could avail themselves of a unique political alliance & therefore springboard profits to the next level, accomplished by prospects with local banks, state agencies, universities, & the senior & baby boomer markets.
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
|
|
