Trust Planning Incubator-Ocean County, NJ - 29831

Not Disclosed, NJ
Ocean County


Asking Price: Annual Revenue:
$300,000 $2,520,000

Services: Non-classifiable


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RE: Trust Planning Incubator-Ocean County, NJ - 29831 Broker: Joseph Stansky
Owner Financing is Available!
$200,000.00 Down & Balance at 0% interest over 18 months.

Quick Facts

Asking Price: $300,000
Annual Revenue: $2,520,000
Net Profit: Not Disclosed
Cash Flow: $882,200
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: Not Disclosed
Employees: 10
BBN Listing #: 17154447
Broker Reference #: 29831

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Business Overview:

This business opportunity is an extremely limited licensing agreement: 16 licensees will be offered. Owner is a renowned PhD in Finance, formerly, built Primerica. This company is a fast-moving opportunity in the world of finance, intersecting with the channel of 71M seniors that control 90 trillion in assets. This market will grow to 105M seniors with 120 trillion, by 2020. Seller will help buyer/Owner recruit at least 10 Executive Trust Officers (ETO) are made expert in copyrighted trust strategies that are the definitive method in transferring 33b of assets to the next generation with the utmost tax- efficiency. ETO produces $252,000 of revenue.(owner gets 35%- $88,000 off the top). Owner will recruit and build a marketing force of 10 (in 75 days) for the ETO, that will produce in the area of $880,000 net revenue, for the owner. We have the only, state-of-the-art, 24/7 on line e-learning platform that teaches the science of trust planning. This is the value proposition that drives the entire enterprise and allows you to cast a dominant footprint without any competition. We build you, your own branded e-learning platform and lifetime license our content to you. This is as tuition-based platform that develops an additional revenue stream, for you. Our company model is the new generation high-volume e-Commerce business where ETO's work from their "virtual office" You receive 100% of the agency revenue. We supply your contracts, back office support, required trust design, client trust documents, print design, video marketing material and website that we build, host and administrate. The model scales nationally, as it is U.S. Tax Code formulated and has, online-reciprocal state licensing in the National Producer Registry. It allows for the building of an unlimited marketing force, across the nation with a structured-playbook, an array of digital tools and the only e-learning platform that makes this all possible. The capital acquisition cost for this business opportunity is $300,000. $200,000 down and the balance in a $100,000 note that bears 0% interest, for 18 months. Numbers presented are PROJECTED for a 10 member ETO sales force. Contact broker Joseph Stansky or email us for more information.

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Reason for Selling:

Retirement

Additional Details:

  • The property is owned.
  • The owner is not 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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