Financial Planning Firm For Sale

Business description

This 20 year old financial planning firm specializes individual financial planning and investment advice to the middle management corporate sector. The firm's services include estate planning, insurance, educational and retirement planning, tax and asset management. Currently, the firm advises and manages over 360 households, 400 individual accounts and actively has over $173m in personal assets under management. 75% of the clientele resides in Texas and the other 25% in various other states. Revenue is generated through advisory fees, commissions and trails. Low overhead, strong reputation, large financial base (recurring revenue stream) and excellent referral network make this firm an attractive opportunity.

Property information

Real Estate:

Lease

Lease terms:

Leased 3,500 sq. ft. office space

Location:

located in the center of a large metropolitan area

Other information

Expansion potential:

Expand customer base, diversify target markets

Support & training:

Yes, management willing to stay on or work through transition period.

Reasons for selling:

retirement

Contact the seller