Financial Planning Businesses for Sale

Starting vs Buying a Financial Planning Business for Sale

Starting or buying and running a Financial Planning Business or Financial related businesses such as Financial Planning Financial Planner, CFP Practices for Sale businesses or complimenting and supporting services such as ... etc., can be an exciting, challenging and a rewarding experience especially, to those who are passionate about their work.

If you are interested in starting a small Financial Planning business or related company, buying an established Financial Planning business or an existing Financial Planning franchise for sale near you or buying a Financial related online business, can be one of the best ways to start your own small business. It is fairly easy to start a business in current times but making it profitable and keeping it profitable is not easy and only a small percentage of startups stay in business beyond five years and only a few reach consistent profitability. There are several advantages in buying an existing Financial Planning or Financial related business with an established customer base when compared to starting a new Financial Planning company and it may also be easier to finance an existing business than to obtain financing for a new start-up, wherein the banker will want you to show assets and collateral along with a solid business plan, before even considering providing any financial assistance. This is no different than financing a vehicle or real estate with a small down payment rather than paying the full price but and the lender is happy to finance as long as the business is cash flow positive, instead of paying the full amount but only in case of buying a business, the amount can be so large that most people do not have the money to make an upfront purchase and even if they do, most small and large businesses are financed via debt or equity financing.

You may consider buying an established Financial Planning Financial Planner, CFP Practices for Sale ... etc., Instead of just thinking about the main product or the business, also think about other opportunities that may exist with regards to services centered around a Financial Planning business or if it is possible to rebrand or introduce complimenting or other related services such as ecommerce, distribution, and customer acquisition possibilities, etc., While there are many considerations, when it comes to buying a business and the purpose of this page is not meant to outline all the details on how to buy a Financial Planning business, the first and foremost factor is that, one would want to find a profitable business to buy and it is great if it is with business financing arrangement in place with pre-approval for a loan from a SBA qualified lender or a third-praty lender and better if it is a owner financed company but in some cases established businesses and aged shell companies are bought even if they are not profitable. In many cases the company or product can be re-branded later or additional services can be added to existing business to acquire and expand market share but also to finance and even to go public, such as a recent example of an electric vehicle start-up that bank rolled their startup by acquiring a shell company and went public. Also, keep in mind that while starting a new Financial Planning company is not too hard, running a business is not easy and making it consistently profitable and growing it is another thing because a vast number of small business that are started will usually fail within first few years and a small number of them are consistently profitable. Hence, buying an existing Financial Planning Financial Planner, CFP Practices for Sale business or franchise with cash flow can be a better option, depending upon the type of business and its finances.

Buying a Small Financial Planning Business from a Business Owner vs Broker

Many users seem to be searching online for Financial Planning Financial Planner, CFP Practices for Sale & and ... related business for sale by owner and may be it is because buyers are led to believe that they can negotiate better with the owner or get a better deal. Despite websites and marketplaces like our's which facilitate any independent small business owner to sell a business directly, most small Financial businesses are still sold through brokers and hence no FSBO websites & marketplaces have been successful. Also a very few businesses listed by owners eventually get sold because most sellers price it higher than what it is worth or do not use real valuation metrics, whereas an experienced broker in the Financial Planning - Financial related industry will price it based on the market metrics and valuation, so that they can sell it quickly because keeping it on market for too long can be counter productive. There are also other advantages of dealing with a qualified and experienced broker but in the end whether it is an FSBO business or listed by a broker, everything depends on the real value of the business, current market conditions.

Whether you are buying a Financial Planning business from an independent small business owner or form a broker, the most important factor or the first step is to evaluate the business to make sure the business is priced right or at a discount. You can either use an evaluation software or in some cases you can find valuation metrics online or you can hire an accountant, CPA, professional appraiser or a broker who can use provide a good valuation. While the valuation metrics differ with the type of company, industry and current market conditions, the most used metric for valuation is based on EBITDA or SDE ie Seller's Discretionary Earnings. Buying a small business can be once in a lifetime event for most people and before you put your hard earned savings in the business, always seek advice from a qualified business professional such as licensed broker, M&A advisor, consultant, small business accountant or a lawyer with regards to verification of finances, drafting contracts and price negotiation.

Find Established Financial Planning Business for Sale or Existing Franchises & Opportunities

Find established & running Financial Planning Financial Planner, CFP Practices for Sale for sale near you or franchise resale listings by a small business owner or by a business broker and ... & Financial related local and online business opportunities - if you are looking to sell a Financial Planning or related Financial business opportunity, list it here to sell your business Commission FREE!

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    Hawaiian Preferred Captive Insurance Agency $310k
    $850,000
     Honolulu Hawaii USA

    Secure this preferred insurance agency opportunity as a perfect stable income vehicle for decades wi...

    Secure this preferred insurance agency opportunity as a perfect stable income vehicle for decades with a loyal Hawaiian diversified clientele. Over 4,000 policies in force with 88% Retention! Must be able to secure insurance and securities licenses a...

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    Portable Insurance book specializing in Jewish cli
    $100,000
     Los Angeles California USA

    This asset for sale is described by our client as an Israeli Amazon resellers book. The Seller say...

    This asset for sale is described by our client as an Israeli Amazon resellers book. The Seller says If you are an Israeli or Hebrew speaker, you could have access to one of the fastest growing and thriving group of business owners on the planet. M...

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    SoCal High Net Worth P&C Insurance Book of Bus
    $900,000
     Marina del Rey California USA

    This book of business has an enviable client base and strong client retention and referrals. This un...

    This book of business has an enviable client base and strong client retention and referrals. This unique opportunity is well situated for an experienced insurance broker to inorganically acquire high profile clients in the LA region. With a strong hi...

    Insurance Financial
         
  • Financial
    Portable Short Term Health Book 3,200 PIF’s, 1,200
     Fort Lauderdale Florida USA

    Perfect expansion opportunity for an insurance agency looking to diversify into individual health di...

    Perfect expansion opportunity for an insurance agency looking to diversify into individual health distribution with a focus on short term health benefits. This presents an exceptional opportunity to buy into a nationwide short term health insurance s...

    Insurance Financial
         
  • Financial
    CA Benefits and Workers Comp Consulting Practice
    $3,200,000
     San Diego California USA

    This profitable Company is a unique California medical network that can be customized to the needs o...

    This profitable Company is a unique California medical network that can be customized to the needs of each individual client. The Company has years of experience in PPO. The business model generates recurring revenue and the technology allows the sub...

    Financial Insurance Financial
         
  • Financial
    Foundational Insurance Agency - Build On Build Up
    $180,000
     Glendale California USA

    This well-seasoned independent insurance agency pivoted over the last 3 years after being one of man...

    This well-seasoned independent insurance agency pivoted over the last 3 years after being one of many Farmers left for greener pastures. Years of success as a well-rounded agent kept the Seller running a viable operation. He focused on profitable com...

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  • Financial
    A Great Book of Business to Help You Start Your Mi
    $170,000
     Miami Florida USA

    Insurance agents looking to go independent? Get established today in the Miami-Dade area with a dive...

    Insurance agents looking to go independent? Get established today in the Miami-Dade area with a diverse book of business that is 50% Commercial and 50% Personal lines clients! This upstart agency services 238 clients and is growing by leaps and bound...

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  • Financial
    Comm Independent Book Of Biz CA Contractors
    $150,000
    New
     Sacramento California USA

    This book of business primarily serves California based contractors for their commercial insurance n...

    This book of business primarily serves California based contractors for their commercial insurance needs. With a strong emphasis on customer service and very little marketing, this book of business is ready to land in a new home. The book offers MGA ...

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    Established Accounting Firm
    $250,000
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    This is an impressive, well-respected accounting firm, located in south western Illinois, has been i...

    This is an impressive, well-respected accounting firm, located in south western Illinois, has been in operation for over 52 years. This firm specializes in accounting services, auditing, check writing, income tax preparation, payroll tax preparation,...

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    Since 1995 this centrally located Massachusetts Business has served clients all over the state, grow...

    Since 1995 this centrally located Massachusetts Business has served clients all over the state, grown across six neighboring New England States and has garnered recognition across the country. The business model is the offering of comprehensive regio...

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    Franchises for Sale

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    Kiddie Academy Franchise
    $400,000+

    Working families in need of educational child care are short on time and long on expectations. They ...

    Working families in need of educational child care are short on time and long on expectations. They require options that engage their children, mentally, physically and socially. As a Kiddie Academy franchisee, youll be provided the opportunity to a...

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    Checkers & Rally's Franchise
    $96,414+

    As one of the countrys most recognized brands, Checkers & Rally's is an industry leader with ov...

    As one of the countrys most recognized brands, Checkers & Rally's is an industry leader with over 30 years of experience and more than 870 restaurants. Our multi-unit franchisees achieve their financial and growth goals faster with us because of...

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    servpro Franchise

    Since 1967, the SERVPRO Franchise System has been a leader in fire and water cleanup and restoration...

    Since 1967, the SERVPRO Franchise System has been a leader in fire and water cleanup and restoration services, and mold mitigation and remediation. SERVPRO's network of more than 1,700 individually owned and operated Franchises responds to property d...

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    Pronova Partners
     Los Angeles California USA

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  • M&A Advisors-Consultants
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    Selling a Financial Planning Business?

    Are you a small business owner interested in selling a Financial Planning related business, property, franchise, service, company? Advertise your Financial Planning business listing online and Sell a Business or Franchise Commission FREE - Seller Testimonials - If you are a business broker or a real estate agent, signup for a FREE listing account to get Business Broker Leads.

    If you are a owner selling it on your own, then you need to do additional marketing and monitoring leads - there is more to it than just listing it on a few websites. This in itself is a process and can take a lot of your time.

    How to Sell my Financial Planning Business?

    Before selling a Financial Planning Business, the most important factor or the first step is to organize financials for the last 2-3 years, including tax filings, make a list of equipment and inventory, employee and payroll data and generate profit-loss statements, etc., Then the next most important step is to find what your business is worth and to evaluate your Financial Planning company to make sure that you price it right based on the existing market conditions. You can either use an evaluation software or in some cases you can find valuation metrics online or you can hire an accountant, CPA, professional appraiser or a broker who can use provide a good valuation. While the valuation metrics differ with the type of company, industry and current market conditions, the most used metric for valuation is based on EBITDA or SDE ie Seller's Discretionary Earnings - which usually includes the owner's salary and benefits in net-income, used mostly by a small company or solo owner operator.

    The next step in selling your Financial Planning company is to draft a buy-sell agreement or a contract of sale and you can use a software or buy Sale of Business Forms online or hire a small business lawyer. Selling a small business can also be once in a lifetime event for most people and no matter how well versed you are with your company and the process of selling it, one small mistake may lead to a huge loss or a botched deal, it is recommended that you always seek advice from a business professional such as licensed broker, M&A advisor, consultant, accountant or a lawyer with regards to verification of finances, drafting contracts and negotiation.

     

    Disclaimer: Established Financial Planning Financial Planner, CFP Practices for Sale related Business Opportunities, Existing Franchises, Companies, Brokers, on this website are classified ads listed by a corresponding small business owner or by a broker. The site has not verified the information posted by advertisers and the site is not responsible for authenticity of information, pricing or for any inaccuracies. By using the website or the advertiser contact form, you agree to assume the responsibility for further communication or any transactions you may conduct with the seller - the website is not involved with any transactions.