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Business for Sale Summary

Trust Planning Incubator-Ocean County, NJ - 29831

Business Type: other personal services,professional services,business services (b2b),consumer services (b2c),general internet,misc. internet/technology/non-classifiable,new to market,seller financing available,internet businesses
Trust Planning Incubator-Ocean County, NJ
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Financial Information (non-confidential)

General Information
Asking Price $300,000 Down Payment $200,000
Gross Revenues $2,520,000 Lease Remaining Register Free to View
Owner’s Cash Flow $882,200 Number of FT Employees Register Free to View

Financing

$200,000 Down and Balance at 0% interest over 18 months

Business Description

This business opportunity is an extremely limited licensing agreement: 16 licensees will be offered. Owner is a renowned PhD in Finance, formerly, built Primerica (Jamie Dimon, now CEO of JP Morgan Chase) to 226,000 This company is a fast-moving opportunity in the world of finance, intersecting with the channel of 71M seniors that control 90 trillion in assets. This market will grow to 105M seniors with 120 trillion, by 2020. Seller will help buyer/Owner recruit at least 10 Executive Trust Officers (ETO) are made expert in copyrighted trust strategies that are the definitive method in transferring 33b of assets to the next generation with the utmost tax- efficiency. ETO produces $252,000 of revenue.(owner gets 35%- $88k off the top). Owner will recruit and build a marketing force of 10 (in 75 days) for the ETO, that will produce in the area of $880,000 net revenue, for the owner. We have the only, state-of-the-art,24/7 on line e-learning platform that teaches the science of trust planning. This is the value proposition that drives the entire enterprise and allows you to cast a dominant footprint without any competition.We build you, your own branded e-learning platform and lifetime license our content to you. This is as tuition-based platform that develops an additional revenue stream, for you. Our company model is the new generation high-volume e-Commerce business where ETO's work from their "virtual office" You receive 100% of the agency revenue. We supply your contracts, back office support, required trust design, client trust documents, print design, video marketing material and website that we build, host and administrate. The model scales nationally, as it is U.S. Tax Code formulated and has, online-reciprocal state licensing in the National Producer Registry. It allows for the building of an unlimited marketing force, across the nation with a structured-playbook, an array of digital tools and the only e-learning platform that makes this all possible. The capital acquisition cost for this business opportunity is $300,000. $200,000 down and the balance in a $100,000 note that bears 0% interest, for 18 months. Numbers presented are PROJECTED for a 10 member ETO sales force. Contact broker Joseph Stansky for more information.

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.