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BUSINESS FOR SALE - PROFILE #
41980271 |
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Educational Platform for Financial Advisors for Sa
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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.
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* Adj. Cash Flow -
Recasting provides an economic view of the company and allows meaningful
comparison with other investment opportunities.
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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.
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