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Business for Sale Summary

Trust/Tax Planning Practice - 25692

Business Type: accounting/payroll/tax ,banking, lending, and finance,educational services / schools,home-based business,misc. servicel/non-classifiable,professional services,new to market,seller financing available
Trust/Tax Planning Practice
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Financial Information (non-confidential)

General Information
Asking Price $65,000 Down Payment $65,000
Gross Revenues $200,000 Lease Remaining Register Free to View
Owner’s Cash Flow $175,000 Number of FT Employees Register Free to View


$65,000 Down and

Business Description

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 and 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. Our e-learning Executive Trust Officer credentials 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 and 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 details.

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.