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Business for Sale Summary

Online Trust Platform - 34340

Business Type: accounting/payroll/tax ,banking, lending, and finance,educational services / schools,home-based business,internet business services (b2b),internet consumer services (b2c),misc. internet/technology/non-classifiable,other business services,professional services,schools/ education,seller financing available,internet businesses
Online Trust Platform
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Financial Information (non-confidential)

General Information
Asking Price $3,500,000 Down Payment $2,100,000
Gross Revenues $2,250,000 Lease Remaining Register Free to View
Owner’s Cash Flow $882,200 Number of FT Employees Register Free to View

Financing

$2,100,000 Down and $1.4m over 18 months @0% interest

Business Description

Proven proprietary online e-learning Trust platform will transform anyone into a Trust PROFESSIONAL. Platform perfect for Accountants, Financial Planners, Insurance Agents, Bankers, Attorneys, and Executives. Creator/seller is renowned PHD in finance, trust/tax expert & professor (built Primerica for Jamie Dimon). Seller will build your own branded e learning platform and personalized web site, where you recruit from the 1.3m plus pool of dormant licensed insurance agents, etc. to be remade into your trained Executive Trust Officers (ETOs). ETOs produced $252,000 of commission revenue (pre- pandemic). Owner of platform provides support and retains 40% and distributes 60% of revenue. Everything in place for the Practitioner/ETO: personalized web site, personalized recruiting seminars, e-mail brochures, specific market pieces and ongoing consulting with seller, etc. Case design templates, etc. Full array of tools. Seller will recruit and train your first 12 ETOs to build out your marketing force. Huge opportunity in the world of finance, intersecting with the channel of 105m Baby Boomers w/$120 trillion in assets w/next generation of 74m inheriting $68trillion. The model scales nationally, as it is based on the US Tax Code allowing the buyer to build an unlimited marketing force across the nation, with a structured playbook and an array of branded -digital tools and the only e-learning platform that makes this possible. Colleges have used this platform for finance course credit to students. Added value to the platform are the African American leaders who see the platform as an opportunity to close the economic inequality gap, by teaching tens of thousands of African Americans Financial Literacy as part of educational reparations. Funding is in place. A full prospectus and sample charitable trust plan is available to qualified buyers. Profile numbers are projected on a 10 member ETO sales, force. Proof of funds of $1m and relevant business background is required for a call with the owner to provide more details on the opportunity/ platform. Contact Broker Joseph Stansky for more details.

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 Brokers.

Disclaimer: The financial information in this business listing has been provided by the Seller. Vested Business Brokers, Ltd. (VBB) has not independently verified this information. Therefore, we make no claims as to the accuracy of this financial summary. Vested recommends that you consult with an accountant, attorney and/or other professionals to represent and assist you in any business transaction. One of our associate brokers will arrange a meeting between you, your representatives, and the Seller, but they are not authorized to make any representations or warranties on behalf of the seller or VBB. You agree to hold Vested Business Brokers and its associated brokers harmless for any misrepresentations made by seller.