Wealth Management Practice

Chicago, IL
Cook County

Asking Price: Annual Revenue:
$1,500,000 Not Disclosed

Services: Financial, Accounting, Insurance

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RE: Wealth Management Practice Broker: Robert Uhland

Quick Facts

Asking Price: $1,500,000
Annual Revenue: Not Disclosed
Net Profit: Not Disclosed
Cash Flow: $600,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: Not Disclosed
Employees: 5
BBN Listing #: 858951628
Broker Reference #: Not Disclosed

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Business Overview:

This is a wealth management practice for sale. Approximately $80 million in assets under management with 500 clients. Associated with a large national financial insurance network. Buyer should be ready to step into this rather than the seller to move out of his relationship. Great cash flow, gross revenues of approximately $600,000 a year. Ready for immediate transition.
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Market Competition and Expansion:

According to EY Global Wealth Model, global NIA will reach US$69,607 billion by 2021, increasing by almost one-quarter of the current volume, or at an annual growth rate of 4.7% through 2021. Wealth managers should be anticipating and seizing this market potential and enormous growth now.

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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