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- RE: Financial Advisor Agency
- Contact: Sales Associate
Quick Facts
| Asking Price: | $400,000 | |
| Annual Revenue: | $256,365 | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | $181,467 | |
| Total Debt: | Not Disclosed | |
| FF&E: | Not Disclosed | |
| Real Estate: | Not Disclosed | |
| Year Established: | 1989 | |
| Employees: | Not Disclosed | |
| BBN Listing #: | 943712 | |
| Broker Reference #: | ABB24015 |
Business Overview:
An established financial planning company in Las Vegas, founded in 1989, is primed for acquisition by those seeking entry into the retirement solutions sector. Renowned for its personalized services and unwavering client dedication, the business has earned a stellar reputation over the years. With the current owner looking to retire, this presents a unique opportunity for prospective buyers to step into a thriving enterprise with significant growth potential. Its focus on returning customers has left ample room for expansion into new markets. The new owner is expected to maintain profitability with just 25-30 hours of work per week. Office ID: ABB24015
Real estate transactions brokered by Alpine Business Brokers, LLC
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Reason for Selling:
Retirement
Additional Details:
- The property is Leased.
- The owner is willing to train/assist the new owner.
- This is a homebased business opportunity.
- This is not a franchise resale opportunity
Relevant Links:
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