Turn-Key Boutique Brokerage And Insurance Company

Boca Raton, FL
Palm Beach County


Asking Price: Annual Revenue:
$900,000 $415,466

Services: Financial, Accounting, Insurance


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RE: Turn-Key Boutique Brokerage And Insurance Company Broker: JM de los Rios
License #: BK708920
Owner Financing is Available!
Loan/Seller: $200,000 @6.0% for 36 months; $700,000 down.

Quick Facts

Asking Price: $900,000
Annual Revenue: $415,466
Net Profit: Not Disclosed
Cash Flow: $316,467
Total Debt: Not Disclosed
FF&E: $5,000
Real Estate: Not Disclosed
Year Established: 2009
Employees: 9
BBN Listing #: 61961249
Broker Reference #: 13463503

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Business Overview:

Turn-Key boutique, brokerage and insurance company. Specializing in the senior market protecting and preserving clients assets, along with creating income flow to provide security for their lifestyle. The Company's ability to achieve this model is based on the unique proprietary marketing system. The system enables the company to be in front of thousands of potentials clients each and every month.

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Property Features and Assets:

850 square feet - office building; Lease/month: $1,100; Terms/options: Negotiable.

Reason for Selling:

Retirement

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.

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