Business For Sale

Trust Practice Online Platform - 29831

Ocean County, NJ
Ocean County


Asking Price: Annual Revenue:
$4,000,000 Not Disclosed

Technology: Business Services (B2B)


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RE: Trust Practice Online Platform - 29831 Broker: Joseph Stansky

Quick Facts

Asking Price: $4,000,000
Annual Revenue: Not Disclosed
Net Profit: Not Disclosed
Cash Flow: Not Disclosed
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: Not Disclosed
Employees: Not Disclosed
BBN Listing #: 46624447
Broker Reference #: 29831

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Business Overview:

This Trust Practice Online Platform is a business in the financial services sector with an unparalleled reach and ability to scale exponentially.The target is to build to 275,000 Executive Trust Officers (ETOs) in a four-year period. Platform created and maintained by a noted PHD, tax trust expert, practitioner and lecturer. Owner open to remaining to assist and build out buyer's marketing force. Currently 70 ETOs on platform nationally now earning $. (Owner previously built Primerica (Jamie Dimon, now CEO of JP Morgan Chase to 226,000).It is the only firm in the nation that teaches the art of trust planning and is supported by the only 24/7 online e-learning platform, hosted in the cloud that teaches the lucrative field of trust planning. There is no competition in this space. The model is based on a proprietary body of strategies and concepts that bolster the intellectual capital value.The e-learning platform drives the enterprise across major sectors of potential ETOs of Insurance Agents,Accountants Attorneys, Teachers, numbering, 11.2M. An unintended off -shoot of the e-learning platform was a cohort of people that were completing the Executive Trust Officer e-learning platform with no intention of entering the field of trust planning. They were, in fact, presenting the course syllabus and the 23-chapter Certificates of Completion under Portfolio Assessment to colleges and being granted 60 credits.The model scales nationally, as it is U.S. Tax Code formulated, has reciprocal state licensing in the National Producer Registry and allows for the building of a marketing force in a rapid, top down format with a structured-playbook and an array of digital tools. The tested and proven model indicates that an average ETO will produce revenue of $168,000 in a calendar year. Suggested pay out of 70% to the producer, results in $50,000 override income to the platform owner for every ETO in the organization marketing funnel. Seller financing available. Contact broker Joseph Stansky or email us for more details.

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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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Disclaimer:

The information has been supplied by the Seller. BBN has not verified any of the information provided in this listing. Any agreement or decision by a buyer to pursue a transaction of this listing should be based on further investigation and due diligence. BBN expressly disclaims any and all liability resulting from the sale of this business. For full disclosure please read BBN's full Legal Disclaimer.


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