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.
Click Here To Contact Seller
|
|