Estate Planning, Insurance And Financial Services
Location New York,United States
Asking Price Range $250K - $500K
Gross Revenues $1000000
Net Profit / Cash Flow $303900
Cash Flow Type Sellers Discretionary Cash
Seller Finance Not Disclosed
Year Established 1988
Number of Employees 1 - 3
Relocatable Not Disclosed
Number of Employees 1 - 3
Real Estate Owned
Reason for Sale Owner is relocating.
Description Estate Planning and Insurance Practice for sale. Providing 500 affluent clients(age 55-80) with estate planning, asset protection and wealth preservation services. Great opportunity to provide investment and financial planning services. Clients are NYC/Long Island and have been serviced for over 20 years. Ideal for Estate or Financial Planner, law firm, insurance professional or accountant. Seller provided estate planning consulting, document prep. and attorney referral. 50% of clients are insurance only, 25% estate plan only and 25% insurance and estate planning with insurance sales from $50,000 to $1.5m. NO CLIENTS have been contacted for investments and financial planning. Non have been tapped for income taxes-ideal for accountants. 18 to 24 months Plan reviews always result in additional revenue from legal changes and insurance sales, etc. Could sublet existing offices as seller has relocated to Florida. Huge opportunity.
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