This investment fund branch operates under a licensing agreement for one of the largest companies in its market niche. It offers a specialized investment product to its clients who are primarily families and individuals. In addition to the office employees, the branch has 16 F/T and 23 P/T sales agents. Revenue is generated by commission overrides from the agents, a share of the total pool funds invested, as well as personal commission from plans sold. The business generates a constant revenue stream with little seasonal and economic sensitivity. Its minimal overhead requirements make this a very high-margin, easy to manage business. Ideal candidate will be a person with experience in financial services, fund management, or insurance background.
Estimated Cash Flow includes owner’s remuneration for managing the business, as well as personal commissions of $80,000 (this number can fluctuate dependent on the owner’s own sales involvement).
