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Mission, TX

  • Listing No.: 101-20488

  • Category: Professional Services, Retail, Service - Commercial B2B

Asking Price $575,000
Down Payment $300,000
Gross Revenue $570,578
Total Adjusted Net Income $429,762
Equipment / Fixtures
Year Established 1994
General Location Mission, TX
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This financial planning book of business has over 2000 clients and specializes in using life insurance and annuities for estate planning purposes. They set up roughly 60 trust per year (employee who will stay on handles trust structures) and their book of business is made up roughly of 85% annuities and 15% life insurance policies. Sellers work roughly 15 hours per week and net over $400,000 a year. Support and Training will be outstanding ensuring a smooth transition. 3 years tax returns will easily justify the asking price. For more information including a detailed confidential opportunity summary with financial information and photos, please use the form on this page to request more information and the NDA will be emailed to you right away.

Gross Revenue $570,578 Listed Price $575,000
Total Income $429,762 Down Payment $300,000
Inventory Not Included Leasehold Improvements $0
Equipment / Fixtures Other Assets
Full-Time Employees 3 Training Period 90 Days
Part-Time Employees Special License Required Life Insurance
Contract Staff Reason for Selling Seller is retiring

The information contained herein was received from the Seller and is deemed reliable but not guaranteed. First Choice Business Brokers (FCBB), has relied upon the Seller to provide the above details and has NOT verified this information. FCBB is not responsible for and does NOT warrant any statements, projections or any information provided by the Seller. The User/Buyer will be solely responsible for verification of the Seller's profits and business operation. By acceptance of this document, the Buyer/User agrees that all information contained herein is strictly confidential and will not be disclosed to any other party without prior written authorization. The Buyer/User confirms and understands that FCBB has NOT performed an independent investigation of the business or figures quoted herein.

FCBB strongly recommends that a Buyer should seek legal and accounting advice prior to purchasing a Business. Any change to the above information requires both the Seller's and FCBB's written approval. Any change made to this document without FCBB and Seller approval is not valid.

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