Owner Financing is Available
Business for Sale Overview:
Established nearly 7 years, this turnkey and highly profitable financial services business focuses on serving the fast growing retirement planning and financial services market. Located in a prime Johnson County area, this fast growing business offers a unique "one-stop shop" business model for retirees by offering an array of financial services under one roof including retirement planning, insurance, estate planning, tax preparation, & more. The Buyer will execute a licensing agreement for full access to the Company’s trademark, proprietary methods, and an exclusive territory. There is no additional licensing fee or cost to the Buyer for the agreement and no royalties will be paid by the Buyer. The licensing agreement also includes ongoing support, comprehensive training materials, and marketing and sales collateral. As a relatively easy business to learn and manage, along with the Company’s excellent location and target market, this is a strong opportunity for qualified buyers. The Company’s unique, proven business model and growth into additional markets further supports the Company’s future outlook.
For more information regarding this listing please contact us by completing the "Contact the Seller" form to the left. We look forward to hearing from you.
Property Features and Assets:
The 2,486 square feet office is located in a common tenant office building in Johnson County. The space is currently leased for approximately $4,000 per month, and expires at the end of March, 2012. The office has seven individual offices, and the Sellers estimate that the current facility can support a 100% growth of three financial advisers comfortably in this space. Company assets for this office include basic office equipment and furniture. All equipment and furniture is in good working order.
Market Competition and Expansion:
The Company’s primary competitors are other independent financial advisers and firms. The Company predicts that these other advisers and firms will begin targeting it’s market. However, the Company’s client-centered approach and blend of products and services differentiate it from its competitors. In addition, the affluent neighborhoods of the Kansas City metropolitan area, and the growing senior citizen/baby boomer market well positions the Company to capitalize on the need to serve these individuals.
Reason for Selling:
Continue national growth in more markets
Additional Details:
- The property is leased.
- The owner is willing to train/assist the new owner.
- This is not a homebased business opportunity.
- This is not a franchise resale opportunity.
- This is not a distressed business or bankruptcy situation.