Trust/Taxt Planning Practice Platform - 25692


Seller Financing Available
Trust/Taxt Planning Practice Platform  - 25692

Asking Price:$250,000

Cash Flow:$330,900

Gross Revenue:$770,000





Trust/Taxt Planning Practice Platform - 25692

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Business Description

Trust/Taxt Planning Practice Platform - 25692

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, & Executives * Especially attractive to franchisees who have experienced a failed or declining business. *Industry experience not a requirement, as e-learning platform will transform the buyer to an advanced scholar, equal to that of a person with an MBA in finance. * Full dimension 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). Purchasers (trust practitioners) will derive substantial additional tuition income stream from the sale of online Trust Practitioner Program at $3,500 each (tax-deductible IRC 162 (c) (1), for brokers who will work under the Practitioners umbrella. * Practitioners can have unlimited brokers (trained online) submit the info for their trust cases by email and practitioner designs with case templates and returns it to him. TWO extremely unique features are: * Seller WILL recruit and train first 4 managing brokers who will build practitioners marketing force. *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 Currently, four (4) practices are in place with all owners earning at least $300k working as part time professionals in NJ, Wisconsin ($1.1m gross first year) and Florida (2). One NJ Practitioner, in only one county, uses 3 commission only reps to run trust planning seminars to drive trust clients to owner. Revenue is a mix of trust work and tuition revenue. * These revenue streams will allow purchaser to recapture investment capital, quickly. Practitioners can expand their practice w/unlimited brokers who pay $3,500 who learn trust planning. They still need case design and document production from the practitioner. Purchaser can also buy one of 33 Exclusive Regions for $750,000, where the Regional Director (RD) can sell this Trust Practitioner opportunity for $250k, in addition to maintaining his trust practice and tuition revenue streams. RD gets a 100% return of his investment with the sale of 3 practitioners in his territory. Each territory can support at least 15 practitioners. RD will have full set of online and digital tools to sell regions, as well as joint consultative sessions with founder & buyer, as this important process progresses. For more information and contact Broker Joseph Stansky, Esq. for details. Prospective Buyer/Practitioners can take scaled down Trust course as due diligence before committing. Proof of funds and brief business bio is required for more details, on this opportunity.
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Detailed Information

150,000.00 Down & $100,000 over 3 years at 5%
Support & Training:
The owner will provide training.
Reason for Selling:
Seller is looking to retire.

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