Active
Financial Services and Wealth Management Agency
***THE MERGERIUM® GROUP (TMG)*** Presents: A unique institutional 7 figure business model offers a proprietary framework to help clients go through several stages of underwriting including but not limited to: (A) Business Loans (B) Personal Loans and (C) Asset based purchases.
With an average client LTV of $25,000 or more, this is one of the most lucrative high-yield businesses on the market. Average customer life-cycle is about 3 to 4 years with a high referral rate percentage.
Key servicing criteria that the business specializes in are:
Financial planning with a proven system that enables clients to improve cash flow and provides them with a financial roadmap
Assistance in underwriting and personal funding mechanisms
Algorithm-based credit enhancement and financial engineering
In-house debt restructuring direct-with-creditors
Tax reorganization and recapture strategies
Profit margins are in the tune of 50% to 70%
Consultative debt restructuring programs that provide long-term residual income.
Get started with $75,000 down and in-house financing over 7 years @ 8.25% APR.
** 2-day in-person live training in Miami, FL with ongoing weekly support, accountability and resources provided. The financial roadmap training is a big portion of our training system that has been brought down from Mergerium®’s institutional training that is generally designed for 9-10 figure business models and our candidates will immediately benefit from it.**
>> Serious Inquiries Only - Proof Of Funds Will Be Requested
REASON FOR SALE: Expansion and exit planning
Listed By: Omar Kettani
With an average client LTV of $25,000 or more, this is one of the most lucrative high-yield businesses on the market. Average customer life-cycle is about 3 to 4 years with a high referral rate percentage.
Key servicing criteria that the business specializes in are:
Financial planning with a proven system that enables clients to improve cash flow and provides them with a financial roadmap
Assistance in underwriting and personal funding mechanisms
Algorithm-based credit enhancement and financial engineering
In-house debt restructuring direct-with-creditors
Tax reorganization and recapture strategies
Profit margins are in the tune of 50% to 70%
Consultative debt restructuring programs that provide long-term residual income.
Get started with $75,000 down and in-house financing over 7 years @ 8.25% APR.
** 2-day in-person live training in Miami, FL with ongoing weekly support, accountability and resources provided. The financial roadmap training is a big portion of our training system that has been brought down from Mergerium®’s institutional training that is generally designed for 9-10 figure business models and our candidates will immediately benefit from it.**
>> Serious Inquiries Only - Proof Of Funds Will Be Requested
REASON FOR SALE: Expansion and exit planning
Listed By: Omar Kettani
Background information
Reference:
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Year established:
2007
Reason selling:
Decentralised Wealth Management and Education
Finance
EBITDA:
$300,000
Operations
Employees:
7
Equipment:
N/A
Premises
Facility:
Access to Intellectual Property and Software
Location:
Miami-Dade County, FL
Opportunities
Growth:
Infinitely Scalable with our Institutional Operating Systems
Price and terms
Price:
$450,000
Financing:
Down payment of $75,000 with 7 Years at 8.25% APR
Training:
2 Day Live Training (in Miami, FL) and on going weekly support