Business For Sale

Trust/Tax Planning Practice - 25692

Not Disclosed, NJ

Asking Price: Annual Revenue:
$65,000 $200,000

Services: Business & Office Services

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RE: Trust/Tax Planning Practice - 25692 Broker: Joe Stansky

Quick Facts

Asking Price: $65,000
Annual Revenue: $200,000
Net Profit: Not Disclosed
Cash Flow: $175,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: Not Disclosed
Employees: Not Disclosed
BBN Listing #: 67124447
Broker Reference #: 25692

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Business Overview:

Proven proprietary online e-learning platform will transform or broaden your practice/expertise into Trust Planning (avg. commission $21,000). Platform perfect for Accountants, Financial Planners, Insurance Specialists, Bankers, Attorneys, Teachers and Executives. Industry experience not a requirement, as e-learning platform will transform the buyer to a TRUST PROFESSIONAL, equal to that of a person with an MBA in finance. Full array of existing tools will deliver a CEO-level income. Platform created and maintained by noted PHD, tax trust expert, practitioner, teacher and lecturer. Everything in place for the Practitioner: personalized web site, personalized recruiting seminars, e-mail brochures, specific market pieces and ongoing consulting with seller (trust expert). Case design, by email and practitioner designs with case templates. Business operational footprint has ZERO COST overhead. Practitioner will be trained to conduct seminars to expand trust practice, as well as be eagerly sought out by business people, foundations and churches. Gross range is $150k for the sole practitioner and up to $350k for someone who builds a marketing force. Net cash flow ranges from $125,000 for sole practitioner, to $275,000 for someone who builds a marketing force, which is an OPTION, not a requirement. Our e-learning Executive Trust Officer credentials will give you knowledge equal to that of a person with an MBA in Finance. Build a CEO-income from the virtual office you already have (computer, e-mail and phone). Be an Entrepreneur and build your company inside of ours. We create and host your website with your branded identity. We create all your digital, personalized marketing material. Build your own marketing force with our online tools. You do not have to train your marketing force, we do. We will set up all of your contracts, and you receive 100% of revenue. We handle all contracting and licensing in our back office. A business that can be started part-time, if necessary. The business is transportable, as it works in any state. Expected income as a sole practitioner is approximately $125,000. If you build a marketing force, it can increase three-fold. We give you The Tax ZERO Plan TM! Pay no tax on first $71,456. Prospective buyers can take scaled down Trust course as due diligence before committing. Contact broker Joseph Stansky for more details.

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Reason for Selling:


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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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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