Vanrock Financial Group is looking to acquire established businesses within the financial services industry. Vanrock Financial is revolutionizing financial services by building a company that is integrating “FINTECH” as a turnkey financial solution for businesses, their owners, and employees. This will give our clients real-time access to relevant financial data to make decisions to navigate the growth strategy of the business. A company that utilizes financial technology will gain an edge over the competition in its industry.
We’ve found the best way to do this is to work alongside or acquire existing financial service providers and integrate our technology. The future of banking and finance is rapidly moving toward implementing blockchain and digital currency. At Vanrock Financial we are preparing now to serve the future of business.
We are looking for companies that have been in business for at least three years and are in good standing with active clients. Companies must have a current license if applicable and a good reputation within their current market. Businesses must provide one or all of the following services. Accounting-Bookkeeping, Business Funding, Life Insurance, Retirement, Estate Planning, Commercial Insurance, and/or Wealth Management. Companies must be independent agencies. NO FRANCHISES! Businesses that hold licenses in multiple states will be given priority however a multiple-state license is not mandatory for partnering or acquisition.
Vanrock Financial Group will negotiate directly with the business owner/s or company representative. We can provide the seller with many options regarding aligning for an ongoing partnership with residual payments or direct buyouts. Each company has different requirements for acquisition, and we want to provide sellers with the opportunity to find their best solution.
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Integrity and honesty are the hallmarks of the Vanrock Financial ownership group. We provide our agents with operational transparency and enhanced wealth opportunities.
To establish growth and diversify our portfolio, we leverage 25 years' experience in financial services with consistent proven direct marketing and lead generation systems.
In order to maximize our company's success in markets across the country, we are looking for established agencies that will allow our offices to refer and sell to customers throughout the country.
If you’re retiring, wanting to sell, or pivoting to other business interests we want to hear from you. By aligning with one of the fastest-growing financial services companies over the past two years, Vanrock Financial Group will continue to build on your company’s legacy.
Our technology-driven approach to streamlining business processes enhances client engagement, allowing us to provide unprecedented access and financial transparency to our clients.
Vanrock Financial Group is committed to serving the financial needs of businesses of all sizes, their owners and, employees nationwide. Creating, Growing and Preserving Wealth.
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