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Retirement Investments Business With Strong Recurring Revenues For Sale

Dallas, Texas
Asking Price:
Sales Revenue:
Cash Flow:

This highly profitable business specializes in providing low risk retirement investment products with above average returns including IRAs, 401Ks, 403Bs and more. Founded in 2003, this turnkey business has proven to be a reliable source of recurring cash flows over the past 14 years and has generated millions of dollars in net profits since inception. With an 80% reinvestment rate and 60% net profit margins, this company’s business model creates a “subscription like” effect with clients which has resulted in a highly valuable foundation of recurring revenues.

With over 10,000 people retiring everyday, this business is perfectly positioned for continued growth as there are many growth opportunities that can easily be implemented with minimal upfront costs. This turnkey operation would be a perfect fit for anyone with a basic understanding of financial statements, life insurance policies and investments as the seller is committed to the company’s continued success for the long run and will provide complete training and support.

With a proven track record of consistent cash flows that spans well over a decade, an average $3.66MM+ in policy income, $80MM+ worth of client assets to reinvest, 60% net profit margins and projected annual net profits of $2.46MM+ for 2017, this high quality acquisition opportunity represents an incredible value with huge upside for overall return on investment.

Property information

Real Estate:



The Company is currently operated out of two Leased office space locations in Texas. The new owner could relocate this Company to any office as 1,200 SQFT is all that is necessary.

Business Operation

Expansion Potential:

Even with an extremely loyal customer following, this business has only scratched the surface with regard to overall potential as there are numerous growth opportunities that can easily be implemented with minimal upfront costs.

Reasons for selling:

Seller is retiring.

Years established:

Other Information

Support & training:

Seller will include 30-60 days of complete training and support.

Owner financing:
Owner financing is available. Please contact the seller for more information.
Financing available:

Please inquire for more details.

This business can be relocated.

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