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Listing ID: 3189426

Independent Fee-Based Financial Planning & Insurance Sales For Sale

Southern NH, Hillsborough, New Hampshire, United States

$ 660,000

Revenue: $ 225,000

Cash Flow: $ 190,000

Business Description

This business is an independent, fee-based, professional services practice that offers financial planning, advance insurance sales, and estate planning service. A buyer must be a Registered Investment Advisor (RIA) and be licensed to sell insurance products, Accident, Health, and Life. The business has been providing services to both individual and business clients for over 35 years and therefore is well-known. As a result, they regularly receive new inquiries from prospective clients. The client base consists of approximately 60 clients, most of them can be considered of a higher-net worth and most of whom have utilized 3 or 4 services offered by the business. The business generates fees from a number of revenue sources including; retirement planning services, Estate Planning; Estate Settlement; commissions from annuity sales, life insurance and Long-Term Care insurance. For more information, please contact John Coto, Certified Business Intermediary at Alliance Business Brokers, LLC by email or call 603-880-8200. Attention Business Owners: We have buyers looking for businesses to buy and not enough listings! If you are considering a possible sale or would just like to learn more about the process, please call me for an initial, confidential discussion.

Property Details

Size:

500 sq ft

Years Established:

1984

Property Type:

Lease

Other Details

Business Location:

Business has been operating from an office owned by the seller. It is more likely that the buyer will already have space and move the business to their locations.

Premise Details:

Business has been operating from an office owned by the seller. It is more likely that the buyer will already have space and move the business to their locations.

Competition:

This professional practice is a hybrid, fee based financial planning serving an aging demographic population in southern NH. It does not offer AUM currently. Potential to cross sell additional services to customer base.

Expansion Potential:

May be achieved by offering additional related services i.e. AUM to the existing aging client base. Potential for growth with increased advertising, SEO and marketing activities which has not been actively done by the Seller who has been maintaining rather than growing business.

Operation Details

Employees:

1

Trading Hours:

M - F

Support & Training:

Seller will include up to 30 days of transition support immediately after closing. Additional support is negotiable. Further the Seller is willing to stay on to help grown the business on a revenue sharing basis. Negotiable. Seller willing to continue in advisory role and/or maintain agent’s status (and relinquish current GA/Registered Principal status).

Miscellaneous

Financing Available:

Yes
With about half down, Seller will finance the balance. Term negotiable.

Reason For Selling:

Retirement

Contact this seller

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