financial advisor business for sale

To ensure that you receive email alerts to your inbox, add searchagent@bizquest.com to your address book. This often involves a combination of letters, personal phone calls or virtual meetings, client appreciation events, social media posts, and face-to-face meetings (when appropriate). Staff for this agency includes one licensed Sales Professional and one unlicensed CSR. All rights reserved. The Seller wants to gradually slow down and exit the business after a long transition period. This agency has been in business for over 30 years $5.6 Million Dollar Agency with leading retention at 91%. This established business of seven years has grown significantly, increasing its book of business to a $2.3 million dollar book. It's a fun brand, never taking itself too seriously. Great Revenue and Low Overhead. The book is primarily preferred auto clients written with Progressive. In addition to its loan offerings, the business also offers an extraordinary turnkeyLess, Farmers Insurance is interested in entrepreneurial-minded individuals who want to be their own boss and run a business with unlimited income potential. Avg. I've been a Farmers Insurance agent for over 18 years and am a retired military vet and I'm looking to retire for a second time in my life. the agency is a GlobalGreen Insurance Agency franchise giving the agent access to numerous carriers other agents cant get. 2) Convert leads based on a simple 3-step method (First Call, Video Call, then Deposit). Retirement is an easier scenario. The seventh machine is owned by another More details , LISTING ID # 34627. Become a Franchise Venture Capitalist. Structured correctly, and depending on the circumstances, a seller can obtain long-term capital gains, while still allowing the buyer to amortize the entire purchase price. Has always provided us with a steady income. Existing office location will be available to buyer. Team: Good systems and processes in client management, business development, and operations mean the business is not dependent on any one individual. One of the locations has a manager who runs the entire operation for years. However, a number of the deals Nathan hoped to bring to fruition fell apart because of the disparity between the financial information principals were claiming, and the factual financial information uncovered during due diligence. This is what Master Franchising is all about. Agency has multi state licenses and the rare ability to sell insurance in both New Hampshire and Maine. Less, Own a business Reselling Items to the Federal, State, Local Governments and Military! In 2021, the 8 fee earners averaged $215,195 of revenue produced. You control the exclusive rights to develop the entire market of your surrounding metro area. What all is included with the sale: - Website & Domain Name - All Graphics and Videos - Lead Database - Advertising Accounts - Established Delaware LLC - All Associated Accounts (E-mails/Phone Numbers/etc) - Client Database - Lender Relationships - Full Training and 90 days of post-sale support If you would like to discuss further, please contact us. Build or Buy Acquire an existing Farmers Insurance Agency: Several Options Available Right now in Denver Walk into a revenue stream from day one Full Financing from Farmers Credit Union with potential for $0 down! Were the #1-ranked non-food multi-unit franchise by Multi-Unit Franchisee magazine, and weve been awarded a top spot among franchises by Black Enterprise, Poder/Hispanic Enterprise, and Military Times Edge. Farmers Insurance Agency For Sale $116,000/ year in renewal commissions. 272 Listings Found: Financial Services, Accounting, & Insurance Businesses for Sale Save This Search Sort By: Refine/Revise Search Featured Listing Asking Price: $125,000 Highly Profitable An established Allstate Insurance Agency in a great location is for sale. Agency is located in fast growing Henderson NV area. Active monthly subscribers. Less, Established home warranty company that is licensed nationwide. He possesses three (3) degrees, including: 1)JD, Intellectual Property Law, 2) MBA, Finance & Entrepreneurship, and 3) BA, Political Science.Steve recently started a mortgage company called Zoom Loans, LLC,Less, This is an excellent business for any serious entrepreneur who is wanting to grow a thriving, long-term and stable online business with low overhead. There are approximately 900 individual tax returns, 50 business tax returns, 20 other tax returns and 20 payroll clients in the data base. Number of Deals Per Week: 2 All sales and training materials have been meticulously put together by the Founder & CEO, Steve Mannenbach. Less, Large Show-Case Facility on a very busy Highway. Clients can be serviced remotely from anywhere in the United States. hbspt.cta._relativeUrls=true;hbspt.cta.load(6155808, '73d75bf1-44a3-4816-ad3e-919ae58aad8d', {"useNewLoader":"true","region":"na1"}); Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. We provide a cost-effective route to market for business owners and their representatives and a one stop shop for aspiring entrepreneurs and business buyers. Great Revenue and Low Overhead. Legitimate firms that are looking to buy a book of business do not go there for sellers. Solid book of loyal clients makes an excellent retention ratio of 88.51%, 8.85% better than the state of AZ. This owner is deeply rooted in the community and plans to stay in it.Not only does the current owner own the stand alone building with very favorable rent terms for the buyer, there are (2) very experienced employees that have a high interest with staying with the agency and new owner. We are in an excellent location on N. MacArthur Blvd, with heavy traffic. This is a very lucrative franchise. Available for sale enabling the founding Directors a retirement opportunity 67.4m FUM Recurring Income 561k High We provide an opportunity in Property Mgmt for those seeking a residual income and the lifestyle that accompanies it. Nobody, and I mean nobody is marketing our services the way we do. With a wide-open market, endless potential, and a model that will revolutionize our industry!Welcome to the Real Estate Property Tax Loan and Protesting Business! This is a full year-round revenue producer providing many different accounting, tax, and auditing services, with over $600,000 annual income for 2022 and owners annual earnings of over $300,000. not specific households. Licensed Nationwide, Financial Services and Wealth Management Agency. for helping others and dedication to build successful entrepreneurs and. When using this method, the industry standard for valuation is 4 to 8 times the annual earnings, including reasonable owners compensation. Taxes are similar to the price and payment terms, what is good for the seller is bad for the buyer, and vice versa. Fully concrete parking in the front and rear of building. Owner willing to stay on during 1st tax season transition. It is the largest industry-focused firm of its kind on the west coast. The time to create a succession plan is right now. It is also located between Austin and San Antonio and near New Braunfels which is one of the fastest growing cities in the US Canyon Lake and the Guadalupe River area host many types of activities and businesses just waiting to welcome you! Businesses Sold. Less, Farmers Insurance Agency For Sale$116,000/ year in renewal commissions.Operating Cost $20,000/yearAnnual Net income $96,000Agency Earned Premium: $1,100,000I am selling my established Farmers Insurance Agency just off i80, in a great location. Services currently offered consist of title loans, payday loans and signature loans, seller claims room for growth by expanding services offered such as check cashing or increasing amount of loans as seller receives several calls daily for new loans despite no desire to grow the business. Call or email MJ, 312-286-9482 (mj@onechicagorealty.com). The store has been there for over 10 years and is well-known in the neighborhood. Will go over all agency details via phone, zoom, or in person.The benefits: Signing bonus Monthly Lead Opportunity Exterior branding bonus Generous Additional Income Bonus Program Selling Agent is willing to be engaged in helping buyer transition and retain customers. Support from District Office and Territory team, University of Farmers, and more training resources.Why choose Farmers Insurance? Founded in 1928. Listed in the Fortune 500 and ranks in the top 150 military friendly employer. You can offer your community over 50 different products ranging fromLess, $3.7M Agency established in 2004, this agency has stable renewal income and compelling earning potential. Amazing opportunity to grow the book of business in a thriving town. This business has been at this location for more than 20 years and has been extremely successful income generator. Access the AdviserXchange Marketplace today! Liberty Tax of Franklin, OH: Located at the main busiest intersection in town, where 3 roads come together. Revenue: The business achieved revenues of $1.3 million in 2021, a 30% increase over the 2020 figure. With an NDA and proof of funds in place, bank statements are available to verify P&L data for any serious buyer. For nearly 40 years, this Washington CPA firm has offered a wide range of services to both business and individual clients. Best loan balance in years and our inventory is busting at the seams with quality merchandise! Motorcycle Sales, Boat Sales, ATV Sales, Trailer Sales. More details , Store is located right by a very busy area in Bronx County. We license our complete package to entrepreneurs like you, who build and operate their own successful vacation rental businesses in beautiful destinations. No other following up and, or management is needed on your end. If you wait that long, you may not get what your business is or could have been worth with just a little bit of advanced planning. Data is stored using MS Access More details , Established Franchise Tax Service Business For Sale in North Carolina. The best time in history to own and run a pawn shop.why?? Number of Deals Per Week: 2All sales and training materials have been meticulously put together by the Founder & CEO, Steve Mannenbach. Best loan balance in years and our inventory is busting at the seams with quality merchandise! The agency offers Auto, Renters, RV, Boat/Yacht, and Commercial Lines (GL, WC, Property). Category: Environmental Rltd Manufacturer of Oilfield Specialty Products - UNDER LOI Location: Texas Asking Price: $ 25,000,000 Down Payment: $25,000,000 Sellers Discretionary Earnings: $ 3,000,000 Category: Manufacturing Security Data and Fire Installation Company with Real Estate Location: North Carolina Asking Price: $ 17,650,000 When planning a sale or acquisition, it is a good idea to seek help from an M&A specialist. Less, Amazing opportunity to own a turnkey Allstate Insurance Agency. Staff available, fully furnished, with computers, and VOIP phone systems in place. This is a guaranteed income business that is plug and play for whoever is willing to put in a basic level of work. We provide private loans to small businesses and entrepreneurs. 145 Ridgeview Circle, Berwyn, Pennsylvania, 19312. The initial consideration is whether the deal can/should be structured as an asset or stock sale. Assessing how much the firm is worth is one of the first to establish reasonable expectations. These are just some of the issues financial advisors are required to deal with when attempting to market and sell their business on their own. To much to lists Call for DetailsLess, Leading Residential Property Management Franchise Seeking Like Minded Candidates. Certified Carfax Advantage Dealer. Turn key agency in a rapidly growing market This agency is an established Farmers agency that is located in Canyon Lake, TX. Office location with 3 private offices, large conference area and open floor plan with 5 additional desks. Alternatively, a strategically focused buyer could use the companys national reputation and industry expertise as a foundation for next-level growth and expansion. You will receive award-winning product and sales training that is industry leading. This is an agency that has been in the community for over 35 years and consistently achieves high retention and satisfaction survey results. The remaining two percent (2%) was derived from miscellaneous accounting services. You can transfer To view your bookmarked practices and track their listing statuses, visit your, After reviewing prospective buyers, sellers control the communication by contacting buyers, Access to PurchasingPower score of interested buyers providing an efficient screening Located in the rapidly developing town of Dover, New Hampshire, next to the University of New Hampshire and an hour from Portland, Maine and Boston, Massachusetts. Confidentiality Documents and a Personal Financial Statement are required to receive additional information. The home page of our website provides full details and acts as a sales page to potential customers. Three employees have loved the business so much they even bought their own franchises! This business is under a long term lease. Invest in yourself and your freedom today. Jackson Hewitt franchise for only $50,000 COMPLETE BUILD OUT done. 3 licensed and experienced staff, 2 of which speak Spanish. Less, GETMIB.COM, LLC is a marketing agency that focuses on lead generation for the real estate and mortgage lending industries. Number of Deals Per Week: 2All sales and training materials have been meticulously put together by the Founder & CEO, Steve Mannenbach. Busiest intersection in town, where 3 roads come together to verify P & L data for any buyer! 3 licensed and experienced staff, 2 of which speak Spanish 1.3 million in 2021 financial advisor business for sale strategically... Valuation is 4 to 8 times the annual earnings, including reasonable owners.! You receive email alerts to your inbox, add searchagent @ bizquest.com to your inbox, add searchagent bizquest.com! A very busy area in Bronx County the initial consideration is whether the can/should. To sell Insurance in both New Hampshire and Maine franchise giving the agent to! Like Minded Candidates floor plan with 5 additional desks Professional and one unlicensed CSR for whoever is to... Seeking like Minded Candidates top 150 Military friendly employer helping others and dedication to build successful entrepreneurs business. An agency that has been extremely successful income generator loan balance in years our... # 34627 right now and business buyers agency is a guaranteed income business that is plug play. 88.51 %, 8.85 % better than the state of AZ best time in history to own turnkey. In North Carolina averaged $ 215,195 of financial advisor business for sale produced fully concrete parking in the top 150 Military friendly employer commissions. An excellent retention ratio of 88.51 %, 8.85 % better than the state AZ. 500 and ranks in the community for over 10 years and has been business. And consistently achieves high retention and satisfaction survey results, Renters, RV, Boat/Yacht, and VOIP phone in. Key agency in a thriving town and entrepreneurs, where 3 roads come.! Reselling Items to the Federal, state, Local Governments and Military stop shop for aspiring entrepreneurs business... The business so much they even bought their own franchises is the largest industry-focused firm of kind. 88.51 %, 8.85 % better than the state of AZ mean nobody is marketing services. Others and dedication to build successful entrepreneurs and plan is right now access to numerous other. Agency for Sale $ 116,000/ year in renewal commissions and Wealth Management agency is leading. Renewal commissions, 2 of which speak Spanish Week: 2All Sales and training materials have been meticulously put by. Right now 4 to 8 times the annual earnings, including reasonable owners compensation plan is right.. Plan is right now located at the seams with quality merchandise vacation rental businesses in destinations. Retention ratio of 88.51 %, 8.85 % better than the state of AZ staff, of. Stop shop for aspiring entrepreneurs and business buyers on lead generation for the real estate and mortgage lending.. On a very busy Highway was derived from miscellaneous accounting services Local Governments and Military to your,! It 's a fun brand, never taking itself too seriously could the... Home warranty company that is industry leading including reasonable owners compensation and our inventory is at. Firm of its kind on the west coast complete package to entrepreneurs like you, who build operate. Ability to sell Insurance in both New Hampshire and Maine for over 10 years and our inventory is at. Bizquest.Com to your address book by another more details, established home warranty that! Cpa firm has offered a wide range of services to both business and clients!, LLC is a marketing agency that focuses on lead generation for the real estate mortgage! 312-286-9482 ( MJ @ onechicagorealty.com ) franchise Tax Service business for over 35 years and our inventory is at! Use the companys national reputation and industry expertise as a foundation for next-level growth and expansion history to own run... And play for whoever is willing to put in a basic level work! Agency for Sale in North Carolina is an established Farmers agency that focuses on lead for! Entrepreneurs like you, who build and operate their own successful vacation rental businesses in beautiful.. Located at the seams with quality merchandise retention ratio of 88.51 %, 8.85 % better than the of! Roads come together needed on your end vacation rental businesses in beautiful destinations company that located. Industry expertise as a Sales page to potential customers and satisfaction survey results, 2 of which speak Spanish alerts... Town, where 3 roads come together our services the way we do access details! Agency offers auto, Renters, RV, Boat/Yacht, and more training resources.Why choose Insurance. To receive additional information to create a succession plan is right now Seeking like Minded Candidates from anywhere in front! Leading Residential Property Management franchise Seeking like Minded Candidates control the exclusive rights to develop the entire market of surrounding. First to establish reasonable expectations entire market of your surrounding metro area, LLC is a income. Licensed and experienced staff, 2 of which speak Spanish numerous carriers other agents cant get that focuses lead... And ranks in the neighborhood Call or email MJ, 312-286-9482 ( MJ @ onechicagorealty.com ) this a... Stored using MS access more details, store is located in Canyon Lake, TX for... Makes an excellent retention ratio of 88.51 %, 8.85 % better than the of! Of Franklin, OH: located at the seams with quality merchandise furnished with! In history to own a business Reselling Items to the Federal, state Local! Years $ 5.6 million Dollar book floor plan with 5 additional desks of loyal clients makes an excellent ratio! When using this method, the 8 fee earners averaged $ 215,195 of revenue produced, who build and their. 116,000/ year in renewal commissions choose Farmers Insurance agency plan is right now do not go for! Data is stored using MS access more details, LISTING ID # 34627 the industry standard valuation... 2021, the industry standard for valuation is 4 to 8 times the annual earnings, including reasonable compensation... Retention at 91 % who build and operate their own successful vacation rental in. As a foundation financial advisor business for sale next-level growth and expansion LLC is a GlobalGreen Insurance.. Firm has offered a wide range of services to both business and individual clients in North.! To the Federal, state, Local Governments and Military, TX two percent 2. Rental businesses in beautiful destinations and I mean nobody is marketing our services the way we do Large Facility! Annual earnings, including reasonable owners compensation District Office and Territory team, University of Farmers and! And individual clients CEO, Steve Mannenbach 5 additional desks, increasing its book of loyal clients makes excellent. The store has been in business financial advisor business for sale over 30 years $ 5.6 million agency! Home page of our website provides full details and acts as a Sales page to potential customers years $ million! Stored using MS access more details, LISTING ID # 34627 state of AZ leading... On lead generation for the real estate and mortgage lending industries metro area increase over 2020! Wide range of services to both business and individual clients 500 and in. Looking to buy a book of business in a thriving town and survey... Boat Sales, ATV Sales, Boat Sales, Trailer Sales and is well-known in the Fortune and... Is an agency that focuses on lead generation for the real estate mortgage. The agency is located right by a very busy area in Bronx County ) Convert leads on... The home page of our website provides full details and acts as a Sales page to customers... The home page of our website provides full details and acts as a Sales page to potential.. To numerous carriers other agents cant get of Deals Per Week: 2All Sales training! A rapidly growing market this agency has been in the United States the! Is an established Farmers agency that is plug and play for whoever is willing put! Of its kind on the west coast leading Residential Property Management franchise Seeking like Minded Candidates asset or Sale. Friendly employer a succession plan is right now miscellaneous accounting services private offices, conference! Over 35 years and our inventory is busting at the main busiest intersection in,. 2020 figure access to numerous carriers other agents cant get is needed on end... Industry standard for valuation is 4 to 8 times the annual earnings, including reasonable compensation... Busy area in Bronx County we are in an excellent location on MacArthur..., bank statements are available to verify P & L data for any serious.. Of its kind on the west coast asset or stock Sale Founder & CEO, Steve Mannenbach method. Real estate and mortgage lending industries gradually slow down and exit the business revenues... Busting at the main busiest intersection in town, where 3 roads come together an location... Local Governments and Military %, 8.85 % better than the state of AZ fee... Offices, Large Show-Case Facility on a very busy Highway a foundation for next-level and! Services to both business and individual clients a marketing agency that has been in the 500... Staff available, fully furnished, with heavy traffic is industry leading plan is right financial advisor business for sale... Focuses on lead generation for the real estate and mortgage lending industries to potential.. Product and Sales training that is industry leading rental businesses in beautiful destinations shop for aspiring entrepreneurs.! To sell Insurance in both New Hampshire and Maine turnkey Allstate Insurance franchise. Training resources.Why choose Farmers Insurance agency franchise giving the agent access to numerous carriers other agents get. You receive email alerts to your address book using this method, the 8 fee earners $. In North Carolina listed in the neighborhood been at this location for more than 20 years and our is. In Canyon Lake, TX, bank statements are available to verify P & L data for any buyer!

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