Fee-Based Financial Planning & Insurance Sales

Not Disclosed, NH
Rockingham County

Southern NH

Asking Price: Annual Revenue:
$660,000 $201,462

Services: Financial, Accounting, Insurance

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RE: Fee-Based Financial Planning & Insurance Sales Broker: John Coto
Owner Financing is Available!
With about half down, Seller will finance the balance. Term negotiable.

Quick Facts

Asking Price: $660,000
Annual Revenue: $201,462
Net Profit: Not Disclosed
Cash Flow: $153,247
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 1984
Employees: 1
BBN Listing #: 564819624
Broker Reference #: ABB432

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Business Overview:

This business is an independent, fee-based, professional services practice that offers financial planning, advance insurance sales, and estate planning service. DOES NOT HAVE AUM. A buyer must be a Registered Investment Advisor (RIA) and be licensed to sell insurance products, Accident, Health, and Life. The business has been providing services to both individual and business clients for over 35 years and therefore is well-known. As a result, they regularly receive new inquiries from prospective clients. The client base consists of approximately 60 clients, most of them can be considered of a higher-net worth and most of whom have utilized 3 or 4 services offered by the business. The business generates fees from a number of revenue sources including; retirement planning services, Estate Planning; Estate Settlement; commissions from annuity sales, life insurance and Long-Term Care insurance. For more information, please contact John Coto, Certified Business Intermediary at Alliance Business Brokers, LLC . Please use email reply button of this ad to contact us.

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Property Features and Assets:

Business has been operating from an office owned by the seller. It is more likely that the buyer will already have space and move the business to their locations.

Market Competition and Expansion:

This professional practice is a hybrid, fee based financial planning serving an aging demographic population in southern NH. It does not offer AUM currently. Potential to cross sell additional services to customer base. Growth & Expansion:May be achieved by offering additional related services i.e. AUM to the existing aging client base. Potential for growth with increased advertising, SEO and marketing activities which has not been actively done by the Seller who has been maintaining rather than growing business.

Reason for Selling:


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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