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Asking Price$4,000,000
Revenue$0 EstablishedUndisclosed
Cash Flow$0 EmployeesUndisclosed
FF&EUndisclosed* FranchiseNo
InventoryUndisclosed* RelocatableNo
Real EstateUndisclosed* Home-basedNo
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This Trust Practice Online Platform is a business in the financial services sector with an unparalleled reach and ability to scale exponentially.The target is to build to 275,000Executive Trust Officers (ETOs) in a four-year period.Platform created and maintained by a noted PHD, taxtrust expert, practitioner and lecturer. Owner open to remaining to assist and build out buyer's marketing force.Currently 70 ETOs on platform nationally now earning $$. (Owner previously built Primerica (Jamie Dimon, now CEO ofJP Morgan Chase to 226,000).It is the only firm in the nationthat teaches the art of trust planning and is supported bythe only 24/7 online e-learning platform, hosted in the cloudthat teaches the lucrative field of trust planning. There is nocompetition in this space. The model is based on a proprietary body of strategies andconcepts that bolster the intellectual capital value.Thee-learning platform drives the enterprise across majorsectors of potential ETOs of Insurance Agents,AccountantsAttorneys, Teachers, numbering, 11.2M. An unintended off-shoot of the e-learning platform was a cohort of peoplethat were completing the Executive Trust Officer e-learningplatform with no intention of entering the field of trustplanning. They were, in fact, presenting the course syllabusand the 23-chapter Certificates of Completion under PortfolioAssessment to colleges and being granted 60 credits.Themodel scales nationally, as it is U.S. Tax Code formulated, has reciprocal state licensing in the National Producer Registry and allows for the building of a marketing force in a rapid, top down format with a structured-playbook and an array of digital tools. The tested and proven model indicates that an average ETO will produce revenue of $168,000 in a calendar year. Suggested pay out of 70% tothe producer, results in $50,000 override income to theplatform owner for every ETO in the organization marketingfunnel. Seller financing available.Contact broker Joseph Stansky for more details 1-877-735-5224. Attention Business Owners:We are always in search of quality businesses to list, so if you are thinking of selling your business or would like to acquire another business, please email us at listingmanager@vestedbb.com or call us at 1-877-735-5224 to discover the difference that is Vested Business.
Training/Support:1,500,000.00 Down & TBA
Seller Financing:$1,500,000.00 Down and TBA
Sale Reason:retirement
Ad #94740
Seller Reference #29831
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Joseph Stansky Esq
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