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Asking Price$276,000
Revenue$138,611 Established1983
Cash Flow$80,556 Employees3 part-time
FF&EUndisclosed FranchiseNo
InventoryUndisclosed RelocatableYes
Real EstateUndisclosed Home-basedNo
* Included in Asking Price
This investment company of 150 clients is based in Omaha NE and offers its clients investment solutions in personal investments, pensions/401k, retirement planning, education planning, and individual retirement accounts (Roth, SEP and Simple).

This company offers frequent newsletters with advice and commentary about companies in their portfolio and shows commitment to their clients and investment community by offering periodic open forum sessions. Being individually managed clients are provided with services that target their individual needs and exceed their expectations. This individualized service allows the current owner to personally cater to the clients’ requirements on a one-on-one basis, which provides its clients with financial solutions that best suit their investment needs.

With its well-established rapport in the community and industry, this firm is recognized by several major media and investment publications. This allows this company to provide unparalleled advice to its investors. The average investor is in the 50-60 age range and invests approximately $69,000.

Reason for Selling: Semi-Retirement
Personnel: 1 PT Bookkeeper, 1 PT Editor , 1 PT Statistical Analysis/Database
History: In Business for 33 Years
Support to Buyer: Offering an Indefinite Consulting Opportunity Post-Sale
Additional Information:

Business Information

Years in Business: 33
Location and Service Area: Omaha, NE
Number of Clients: ~150
Average Investor: 50-60 Years Old with an Investment of $69,000
Reason for Selling: Semi-Retirement
Employees: 1 PT Bookkeeper, 1 PT Editor , 1 PT Statistical Analysis/Database
Recognition: Frequently Recognized in 5+ Publications
Seller Training Period: Offering an Indefinite Consulting Opportunity Post-Sale
Current Owner’s Responsibilities: Financial Advisor, Compliance, Regulatory Reporting, Clerical Work, Account Management

Financial Overview

List Price: $276,000

Gross Sales
2015: $138,611
2014: $142,152
2013: $117,128

Owner Profit/Cash Flow
2015: $80,556
2014: $88,712
2013: $69,119
Profit Margin: 58%

Industry Standard Multiple: Gross Sales x 2

Valuation: 2015 Gross Sales x Multiple = Price

$138,611 x 2 = $277,222

Assets Included in Purchase:

Intangible Assets: Established Reputation and Mentorship of Trusted and Regionally Respected Financial Advisor, Database, Website, and Newsletter
A/R: 1% Net Assets under Management

*amounts may vary

Funding Example

Purchase Price: $276,000
15% Buyer Down Payment: $41,400
15% Seller Financing: $41,400
70% Bank Loan: $193,200

After the first year of owning this business, a buyer with a down payment of $41,400 should profit $27,277 (Net Operating Income) after their annual debt service of $53,279. Based on a 15% down payment of $41,400, this will equate to a Return On Investment of 65.89%, assuming a seller carryback of 4.5% for five years and a 5 year conventional bank loan at 5.25%, and an annual cash flow of $80,556.

Next Steps
For a detailed financial package, please contact Cortney Sells or one of The Firm Business Brokerage’s professionals at 402.998.5288 or email Confidential@TheFirmB2B.com.
Training/Support:Offering an Indefinite Consulting Opportunity Post-Sale
Seller Financing:15% Seller Financing
Sale Reason:Semi-retirement
Ad #80929
Seller Reference #PRO007
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Contact This Seller
Cortney Sells
The Firm Business Brokerage
Email Address