Financing: $65,000.00 Down and
Reason for Selling:Retirement
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).
Case design, by email and practitioner designs with case
templates. 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.Gross
range is $150k for the sole practitioner and up to $$350k
for someone who builds a marketing force. Net cash flow
ranges from $125k for sole practitioner to $275k for
someone who builds a marketing force which is an
OPTION not a requirement.
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
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
can 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
Disclaimer: The information in these listings have been provided by the Seller and Vested Business Brokers, Ltd. has not independently verified this information and has no responsibility for its accuracy or completeness. Vested recommends that you consult with an accountant, attorney and other professionals to represent and assist you in any transaction. Vested's associate brokers will arrange a meeting between you, your representatives and the Seller, but is not authorized to make any representations or warranties. You agree to hold Vested and its associated brokers harmless of any misrepresentations made by seller.