Independent Financial Management Firm

IA

Independent Financial Management Firm for Sale
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Asking Price: Get Financing: $1,750,000

Cash Flow: $613,516

Gross Revenue: $965,470

EBITDA: N/A

FF&E: $81,494

Inventory: $3,000

Real Estate: $450,000

Established: 1991

Independent Financial Management Firm

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Business Description

This firm in Eastern Iowa has been working with individuals and businesses for 2

This Independent Financial Management Firm for sale in Eastern Iowa has been working with individuals and businesses on investment and retirement planning for 26 years. With their dedicated staff and independent status, the company has set themselves apart from branded agencies by placing a strong focus on what is best for their customer. With over 1,000 clients, the business has grown through word of mouth, workshops and educational dinners. The business is located in a well-maintained 2,800 square foot building in a larger metropolitan area.

Attached Documents


Detailed Information

Inventory:
Included in asking price
Real Estate:
Owned
Included in asking price
Building SF:
2,800
Employees:
5
Furniture, Fixtures, & Equipment (FF&E):
Included in asking price
Facilities:
The inviting 2,800 square foot building has a soothing and comforting feel with a neutral color palatte. The building was recently updated with new paint, flooring, roof and a furnace. There are five offices, two conference rooms and a full kitchen.
Competition:
This business can be grown by adding one or more financial planners to increase its client base and by expanding its marketing efforts. Additional complementary services such as Medicare insurance and tax preparation services could also grow the company as existing clients have already expressed interest in these areas.
Support & Training:
Negotiable.
Reason for Selling:
Retirement.
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Contact the Seller

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Scott Sctricker

Business Listed By:
Scott Stricker

Benchmark Business Group

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Sponsoring Broker:
Dennis Henderson

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