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Educational Platform for Financial Advisors for Sa

Asking Price:   Down Payment:  
Gross Revenue: $433,000   Adj. Cash Flow*: $340,000  
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Executive Summary
This business is a web based educational platform that uses a full range of tools to teach advisors and agents working all sectors of the financial services  business (advisory, insurance and banking) to become more effective at garnering and retaining a larger share of their existing clients' business, become a better prospector of new clients and to help the leaders in this industry recruit more and better advisors.   The coursework, systems and tools were developed by a leading marketing specialist to the financial services industry who consults with many top firms on branding, marketing and business development.  This system grew out of his consulting practice and is now available through a licensing fee to any firm seeking to develop their advisors, agents or brokers.  Seven major financial services firms are now using for a total of 7000 advisors/agents among them.  The business would be a good acquisition for any strategic buyer seeking to expand their training offerings to the financial services industry or to any financial services that needs in-house training that couldn't be developed without making a massive investment.

Acquisition Highlights

  • This business is not a franchise
  • This business can be relocated
Business Synopsis

Asset Information (estimated fair market value)

Established in: 2008 Inventory:
Furniture, Fixtures & Equipment:
Real Estate:
    Total Assets Included in Sale:
* Adj. Cash Flow -  Recasting provides an economic view of the company and allows meaningful comparison with other investment opportunities.
Additional business details are available to Principals only. You will be required to document your ability to complete the proposed transaction.  Please use this link to request more INFORMATION which will be sent to the listing office.
DISCLAIMER: All information contained in this document has been provided by the subject company or its agent, and while believed to be correct has not been verified. Accordingly, we makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that we shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by us of this document. At all times we are an agent for the seller and not for the buyer unless a specific agreement exists for us to act as the buyer's agent.


Contact:  Jeff Swiggett
Phone:  (203) 772-3772 x 102
Fax:  (203) 772-3713
Other:  (203) 215-5577
VR Business Brokers - New Haven CT
941 Grand Avenue
New Haven, CT 06511
The above company and/or agent is a licensed real estate broker/and or a business broker.
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