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Proprietary IRA Real Estate to Occupy Program - IP Sale

Welcome to this Business Listing if you have any interest in learning more please contact us for an NDA to inquire about all the details of this business.

Price: $ 10,000,000

Location: Remote Office


NOW: $ 5,000,000

Loving Mature Couple

Listing Number:  2054957


TAX SAVINGS - Real Estate Investment

This is an IP Sale to convert IRAs into Real Estate to Occupy to own or lease Program


With this program, the client owns the Real Estate!


How do you get paid - Clients Don't Pay you outside of what you make from converting this - Let's chat for more details.


This Real Estate to Occupy Program Blueprint IRS Approved Program is GREAT for any Current Business Owner who already has a client base of 401K clients, IRA Clients, or any other business that has clients who have money tied up in an IRA.


HUGE OPPORTUNITY FOR Companies that are Managing Insurance Products, or Managing 401Ks or Selling Real Estate Investments


You do not need a Series 7 license to buy this IP Asset.


TAX SAVINGS - Real Estate Investment


Location: Remote Office


We have an exciting opportunity for a business to acquire a proprietary IRA/401k Rollover Real Estate To Occupy Investment Program that was reviewed by the IRS and found to be compliant with all IRA and Real Estate Tax Laws. This may be a good fit as an addition to your current business model.


We represent a company with a product that would be an intriguing addition to your current investment portfolio.


For close to 30 years this company has carved out a successful niche of helping their clients in structuring IRAs, 401(k) rollovers, and other types of retirement plans in a truly innovative and secure way. Clients become part of the family and they allow their clients to invest, with flexibility, in Real Estate that they can occupy and use as a vacation home, primary home, or even for an investment property with NO PROHIBITED TRANSACTIONS - allowing them to take their retirement funds and transform it into much, much more. They have helped over 300 people and over $34,000,000 in investment conversions.


This program offers you the opportunity to reinforce your existing business assets and/or provide an exciting addition option to your current suite of services offered. In the right hands, there exists a significant opportunity for huge additional revenue growth.



IRA Real Estate TO OCCUPY Program 

Remote headquarters

Turn-Key Program

All Assets-Including Intellectual Property


EXAMPLE of the HUGE Opportunities to You:

If 1 salesperson closed 1 deal a month at $202,000 Avg will bring in over $2,424,000 per year minimum. This would be the low end and now multiply by your team members.


I look forward to hearing from you so that we might share additional confidential details with you.

If you would like more information about this business please contact Kat Ramirez either online or by phone. All business inquiries require a signed Non-Disclosure Agreement before any questions can be answered. 

Online inquiries will be responded to with an email for the NDA which will be attached to be signed. Please be aware that these emails can sometimes get filtered into junk/spam folders. If you do not hear back from us within 24 hours (weekdays), please contact us by phone. 


This offer is a fantastic opportunity for a new owner. 

Submit your request to view this offering Today!


Listing Details:

Location: Remote Location

Employees: 3 Owners

Year Established: 1993

Reason for Selling: Retiring

Growth & Expansion:

Lots of room for growth that is spelled out in the offering summary. This business was built by 3 of the founders, so with your team you will ROCK. Lots of room for growth for the new owner with a new business strategy. 

Support & Training:

30 Days transitional help.

Market & Competition:

This program is a great opportunity to add another program to your toolbox.  

Facilities & Assets:

Remote office.


Ready to Buy?

Buying a business is one of the biggest life decisions you will ever have to make.

Sales Assistant

Ready to buy a business? 

Knowing that each day brings new challenges, exciting opportunities, and a chance to engage your passion is reason enough to start your own business. Knowing that you’ve decided to take control of your own future is empowering. What are you waiting for? The time is now!

Let's Get to Know Each Other!


Please book a time for us to chat so I can learn about your needs!

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