Financial Planning Agency Specializing in Life Ins

Mission, TX
Hidalgo County

Mission, TX


Asking Price: Annual Revenue:
$575,000 $570,578

Services: Financial, Accounting, Insurance


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RE: Financial Planning Agency Specializing in Life Ins Broker: Trent Lee
License #: S.0183611.LLC
Owner Financing is Available!
$300,000 down payment, balance for 36 months at 6% interest per annum.

Quick Facts

Asking Price: $575,000
Annual Revenue: $570,578
Net Profit: $429,762
Cash Flow: Not Disclosed
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 1994
Employees: 3
BBN Listing #: 85755142
Broker Reference #: 101-20488

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Business Overview:

This financial planning book of business has over 2,000 clients and specializes in using life insurance and annuities for estate planning purposes. They set up roughly 60 trust per year (employee who will stay on handles trust structures) and their book of business is made up roughly of 85% annuities and 15% life insurance policies. Sellers work roughly 15 hours per week and net over $400,000 a year. Support and Training will be outstanding ensuring a smooth transition. 3 years tax returns will easily justify the asking price. For more information including a detailed confidential opportunity summary with financial information and photos, please use the form on this page to request more information and the NDA will be emailed to you right away. For a quick response to your inquiry, please email listing agent Trent Lee (RE# S.0183611.LLC; Business Broker Permit# BUSB.0006978).

To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button and when you are done searching and have made all your selections, simply click on the REQUEST INFO button at the bottom of the page.

Property Features and Assets:

This is a Homebased Business, with 3 Full Time Employees. Hours of Operation are 9 AM to 2 PM Monday to Thursday, and 9 AM to 12 PM Friday.

Reason for Selling:

Seller is retiring.

Additional Details:

  • The property is owned.
  • 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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