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Businesses For Sale   >>   Arizona Businesses For Sale Categories   >>   

Financial Planning Services For Sale

Location  Arizona,United States
Asking Price Range  $250K - $500K
Gross Revenues  $106929
Net Profit / Cash Flow  $84725
Cash Flow Type  Sellers Discretionary Cash
Seller Finance  Not Disclosed
Year Established  1986
Number of Employees  1 - 3
Relocatable  Not Disclosed
Number of Employees  1 - 3
Real Estate  Leased
Training  30 days familiarization included in asking price.
Reason for Sale  Relocation
Description  Financial planning business began in Prescott 26 years ago. Company provides financial planning for approximately 300 clients throughout the country. Approximately 90% are in state. Clientele is extremely loyal with very little turnover. Product mix is 50% fixed annuities, 40% mutual funds, 10% other partnership investments. Seller meets with some clients quarterly, most once per year and some less frequently. All new business is word of mouth. Seller works typically 3-4 hours per day.
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