Financial Services Company

WindanSea Financial Services

11%

Funding Goal $7,000,000
Funding Raised So Far $350,000
Funding Commitments $400,000
Funding Remaining $6,250,000
Funding Type Debt Financing
Pre-Money Valuation
Investor Ownership
Interest / Dividend
Previous Funding

Company Overview


WindanSea Financial is an investment firm with services throughout the U.S. The company provides secured lending to financial advisors and insurance agents that purchase books of business from successful practitioners who are seeking to retire.

The process of retiring financial advisors and insurance agents selling books of business to other advisors and agents has been a normal business practice for decades. There are a limited number of lenders for these transactions. Jerry Troyer is a former financial advisor (21 years) and commercial loan officer (22 years). He understands the business model.

The industry is now in a state where many successful baby boomer financial advisors and insurance agents are ready to retire. Other experienced financial advisors and insurance agents seek to buy those businesses. Due to the success of the retiring practitioners, selling prices are most often beyond the financial scope of potential buyers’ personal savings and assets. They need a lender to help them fund a percentage of the business.

WindanSea Financial steps in to provide lending where there are limited opportunities from lenders who do not know the industry. We have the know how and experience in the industry to provide an exceptional experience in providing buyers with funding for the purchase.

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Business Summary


Company Age
Employees
Sub-Industry
Prior Year Revenue
Current Year Revenue
Next Year Revenue

Products/Services


Secured Lending

Lending to accomplished financial advisors and independent insurance agents who are buying books of business from retiring independent financial advisors and independent insurance agents.

Borrowers will have specific loan terms established based upon the business success they are buying, the buyer’s success in the industry, credit score, personal assets for down payment and terms of the sale.

WindanSea Financial will always take a first lien on receivables, including annualized trails, and equipment. Further requiring a life insurance policy on the buyer(s) for the full amount of the loan. Loan terms will be for monthly principal and interest payments with a term of no longer than ten years.

Management


Jerry Troyer
President Chairman
Jerry T......

Mr. T...... is a former financial advisor for 21 years and commercial loan officer for 22 years. He has extensive knowledge of the industry, lending and many, many contacts in the financial advisor and insurance agent business.

Mr. T...... has qualified skills in reading financial statements and tax returns to qualify the business being sold and also the buyer’s credit and business success. He is also knowledgeable in loan construction, proper means of taking an assignment of life insurance policies, filing and recording necessities to properly secure pledged assets by borrowers. Also, He has also qualified experience as a debt collector.

11%

Funding Goal $7,000,000
Funding Raised So Far $350,000
Funding Commitments $400,000
Funding Remaining $6,250,000
Funding Type Debt Financing
Pre-Money Valuation
Investor Ownership
Interest / Dividend
Previous Funding

Documents


Contact


WindanSea Financial Services

San Diego, CA 92124, US

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