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

Take Action
Financial Information (non-confidential)
General Information | |||
---|---|---|---|
Asking Price | $500,000 | Down Payment | $350,000 |
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
$350,000 Down and Balance over 72 months @5% interest
Business Description
Proven proprietary online e-learning Trust Planning platform will
transform anyone into a Trust Planning PROFESSIONAL. 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 and personalized
web site, where you recruit from the 1.3m plus pool of dormant
licensed insurance agents. They will be reformatted into Executive
Trust Officers (ETOs). ETOs produced $252,000 of commission
revenue (pre- pandemic). Owner 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
6 ETOs to build out your marketing force. Huge opportunity
in the world of finance. 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 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 $350k 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.

- Asking Price: $425,000
- Cash Flow: $105,000
- Down Payment: $275,000

- Asking Price: $195,000
- Cash Flow: $135,000
- Down Payment: $120,000
- Asking Price: $200,000
- Cash Flow: $100,000
- Down Payment: $200,000
- Asking Price: $75,000
- Cash Flow: $8,000
- Down Payment: $75,000

- Asking Price: $1,600,000
- Cash Flow: $280,000
- Down Payment: $800,000
- Asking Price: $160,000
- Cash Flow: $150,000
- Down Payment: $160,000
- Asking Price: $1,309,000
- Cash Flow: $589,300
- Down Payment: $1,309,000

- Asking Price: $500,000
- Cash Flow: $233,000
- Down Payment: $350,000

- Asking Price: $425,000
- Cash Flow: $150,000
- Down Payment: $250,000

- Asking Price: $399,000
- Cash Flow: $105,031
- Down Payment: $200,000
- Asking Price: $99,000
- Cash Flow: $44,000
- Down Payment: $99,000
- Asking Price: $80,000
- Cash Flow: $88,000
- Down Payment: $80,000
- Absentee business
- Accounting/payroll/tax
- Adult homecare assisted living
- Advertising/ printing
- Agents/brokers
- Agricultural supplies
- Amusement parks/arcades/recreation
- Apparel and accessory store
- Art galleries
- Art/mirror/framing retail
- Assets only sale
- Auto body/collision repair
- Auto repair
- Auto/truck mechanical repair
- Automotive dealers/ auto retail
- Aviation