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Asking Price$65,000
Revenue$200,000 Established1986
Cash Flow$175,000 Employees1 full-time
FF&EUndisclosed FranchiseNo
InventoryUndisclosed RelocatableNo
Real EstateUndisclosed Home-basedNo
* Included in Asking Price
Proven proprietary online e-learning platform will transform or broaden your practice/expertise into Trust Planning (avg. commission $21k), * Platform perfect for Accountants, Financial Planners, Insurance Specialists, Bankers, Attorneys, Teachers, & Executives. Industry experience not a requirement, as e-learning platform will transform the buyer to a TRUST PROFESSIONAL, equal to that of a person with an MBA in finance. Full array of existing tools will deliver a CEO-level income. *Platform created and maintained by noted PHD, tax trust expert, practitioner, teacher and lecturer. Everything in place for the Practitioner: Personalized web site, personalized recruiting seminars, e-mail brochures, specific market pieces and ongoing consulting with seller (trust expert). cases by email and practitioner designs with case templates and returns it to him. Business operational footprint has ZERO COST overhead.Practitioner will be trained to conduct seminars to expand trust practice, as well as be eagerly sought out by, business people, foundations and churches Currently, four (4) practices are in place with all owners earning at least $300k working as part time trust professionals in NJ, Wisconsin ($1.1m gross first year) and Florida (2). One NJ Practitioner, in only one county, uses 3 commission only reps to run trust planning seminars to drive trust clients to owner. BUSINESS BULLET POINTS: PROFESSIONAL TRUST/TAX PLANNING PRACTICE Professional Trust Planning Practice Our e-learning Executive Trust Officer credential will give you knowledge equal to that of a person with an MBA in Finance Build a CEO-income from the virtual office, you already have (computer, e-mail & phone.) Be an Entrepreneur and build your company inside of ours. We create and host your website with your branded identity. We create all your digital, personalized marketing material with YOUR identity. WE work for you. Build your own marketing force with our online tools. You do not have to train your marketing force, we do. We will set up all of your contracts and you receive 100% of revenue. We handle all contracting and licensing, in our back office. A business that can be started part-time, if necessary. The business is transportable, as it works in any state. Expected income as a sole practitioner is approximately $125,000. If you build a marketing force, it cm increase three fold We give you The Tax ZERO Plan TM: Pay no tax on first $71,456. Prospective buyers can take scaled down Trust course as due diligence before committing. Contact broker Joseph Stansky for more details.
Training/Support:the seller will train the new buyer.
Seller Financing:65,000.00 Down
Sale Reason:Retirement
Ad #74389
Seller Reference #25692
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Contact This Seller
Joseph Stansky Esq
631-265-7300
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