| PROFILE: Securities Firm With Successful Business Model Seeks Financial Partner |
| Status: |
Available |
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| State: |
Florida |
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| Location: |
Southeast |
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| County: |
None Given |
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| City: |
None Given |
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| Primary Category: |
Service Related |
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| Alternate Category: |
None Given |
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| USABizMart Ad #: |
123209 |
|
| Seller Or Contact: |
Robert Weinberg |
|
| Primary Phone: |
561-482-1250 |
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| Alternate Phone: |
None Given |
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| Email Address: |
See Form Below |
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| Date Ad Started: |
7/18/08 |
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| Date Ad Last Revised: |
7/18/08 |
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| Asking Price: |
$5,500,000 |
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| Down Payment: |
Call/Email |
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| Annual Revenue: |
$20,000,000 |
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| Annual Adjusted Net: |
$1,900,000 |
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| Price Range: |
$1 Million + |
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| Franchise: |
No |
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| Relocatable: |
No |
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| Home Based: |
No |
|
| Lifestyle: |
No |
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| Real Estate Included: |
No |
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| Bkr To Bkr Cooperation: |
Yes |
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DESCRIPTION: Opportunity For Equity Position Or Jv Investment In One Of The Premier U.S. Independent Securities Brokerage Firms. This Industry Leader Seeks An Appropriate Financial Or Strategic Participation To Provide Additional Funding For Continuation Of Profitable Internal Growth, Debt Retirement, Recruitment Of Top Producers And Strategic Acquisitions. I Is Important To Note That The Successful Business Model Of This Firm Excludes The Business Practices That Have Caused Problems For Other Brokerage Firms. This Has Created An Excellent Opportunity For This Firm To Absorb The Top Producers From Other Firms And Serve As A Platform For Expansion.
This Technologically Advanced Firm, With A Clean Record, Is Led By An Experienced And Capable Management Team And Offers An Efficient And Supportive Environment For Its Exceptionally Productive Financial Advisers. A Unique Combination Of Internal Resources, Provide Infrastructure For Positive Future Growth. Sec Approval Is In Hand For An 80% Increase In Active Financial Advisers. The Company Had Previously Been Constrained By 30% Regulatory Annual Growth Restrictions Without Special Approval. Additionally An Acquisition Is Pending, On Excellent Terms That Would Immediately Boost The Firms Revenues To The $33 Million Level. Participation Of $5 To 10 Million Dollars In Any Combination Of Debt Or Equity Would Be Considered. The Firm Has Audited Financials And Could Be A Candidate For Transition To Publicly Traded Status. If Market Conditions Are Favorable And Investors Agree To This Strategy. Control Issues Are Negotiable But The Experienced And Successful Management Team Wishes To Remain In Charge Of Operations.
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