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Businesses For Sale > Business For Sale in Metro St Louis, Missouri (MO)
Financial Planner Book of Business - Porfolio Management for sale in Metro St Louis, MO
Metro St Louis, Missouri (MO)
| Asking Price: |
Gross: |
Cash Flow: |
| $ 299,000 |
$ 117,000 |
Undisclosed |
Furniture and Fixtures Value:
$ 1,000 (included in the asking price)
Business Summary:
Rare opportunity to buy out an existing Financial Planner. These don’t usually hit the market. In this case not only will you have access to the Book of Business but the offering includes a proven Portfolio Management System.The seller is willing to stick around for an extended period of time to help with two very important things. One is to help with the transition of the current clients. The other is to help you learn the Portfolio Management System.Existing fee based revenue is over $100,000 per year with no marketing for the last decade. Purchasing would be a great way to branch out on your own in the financial planning world or to add to your current book.Current owner is willing to help the right qualified buyer with a healthy amount of financing for the acquisition. Run correctly the business could pay itself off.Licensing is a prerequisite.For details call Jeff Bach at 314-941-8530 or email [email protected]. Please reference ID#1153JB.
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| Year
Business was Established: 1988 |
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| Owner
willing to train:
Seller will support for an extended period to help transition current clients as well as train a new owner in his Portfolio Management system. |
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| Reason for selling:
Semi-Retirement |
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Seller Reference Number: 1153JB
BusinessMart.com Listing Number: 297343 |
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To request more information
on this business
please fill out the form shown right 
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For
more info contact:
Dennis Duffin
Fusion Business Brokers
314-639-0500
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