Financial Planner Business-Portfolio Management

Not Disclosed, MO Saint Louis County

Metro St. Louis

Asking Price: $299,000

Annual Revenue: $117,000

Services: Financial, Accounting, Insurance

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Financial Planner Business-Portfolio Management

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RE: Financial Planner Business-Portfolio Management
Contact: Jeff Bach

Quick Facts

	Asking Price:	$299,000
	Annual Revenue:	$117,000
	Net Profit:	Not Disclosed
	Cash Flow:	Not Disclosed
	Total Debt:	Not Disclosed
	FF&E:	$1,000
	Real Estate:	Not Disclosed
	Year Established:	1988
	Employees:	Not Disclosed
	BBN Listing #:	768259761
	Broker Reference #:	1153JB

Email or Print Listing

Business Overview:

Rare opportunity to buy out an existing Financial Planner. These don’t usually hit the market. In this case not only will you have access to the Book of Business but the offering includes a proven Portfolio Management System.

The seller is willing to stick around for an extended period of time to help with two very important things. One is to help with the transition of the current clients. The other is to help you learn the Portfolio Management System.

Existing fee based revenue is over $100,000 per year with no marketing for the last decade. Purchasing would be a great way to branch out on your own in the financial planning world or to add to your current book.

Current owner is willing to help the right qualified buyer with a healthy amount of financing for the acquisition. Run correctly the business could pay itself off.

Licensing is a prerequisite.

For details please contact Jeff Bach. Please reference ID#1153JB.

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Reason for Selling:

Semi-Retirement

Additional Details:

The property is Leased.
The owner is willing to train/assist the new owner.
This is not homebased business opportunity.
This is not a franchise resale opportunity

Relevant Links:

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