Business For Sale

Independent Financial Management Firm

Not Disclosed, IA

Eastern Iowa

Asking Price: Annual Revenue:
$1,750,000 $965,470

Services: Financial, Accounting, Insurance

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RE: Independent Financial Management Firm Broker: Scott Stricker

Quick Facts

Asking Price: $1,750,000
Annual Revenue: $965,470
Net Profit: Not Disclosed
Cash Flow: $613,516
Total Debt: Not Disclosed
FF&E: $81,494
Real Estate: $450,000
Year Established: 1991
Employees: 5
BBN Listing #: 15635915
Broker Reference #: 2875R

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Business Overview:

This Independent Financial Management Firm for sale in Eastern Iowa has been working with individuals and businesses on investment and retirement planning for 26 years. With their dedicated staff and independent status, the company has set themselves apart from branded agencies by placing a strong focus on what is best for their customer. With over 1,000 clients, the business has grown through word of mouth, workshops and educational dinners. The business is located in a well-maintained 2,800 square foot building in a larger metropolitan area.

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Property Features and Assets:

The inviting 2,800 square foot building has a soothing and comforting feel with a neutral color palatte. The building was recently updated with new paint, flooring, roof and a furnace. There are five offices, two conferene rooms and a full kitchen.

Market Competition and Expansion:

This business can be grown by adding one or more financial planners to increase its client base and by expanding its marketing efforts. Additional complementary services such as Medicare insurance and tax preparation services could also grow the company as existing clients have already expressed interest in these areas.

Reason for Selling:


Additional Details:

  • The property is owned.
  • 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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