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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

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