Looking for a buyer.
This well-established Company offers a diverse client base with only Individual (IFP) Healthcare Insurance. With strong partnerships with top carriers such as Aetna, Ambetter, Cigna, Molina, Oscar, United Healthcare, Blue Cross Blue Shield (BCBS), Anthem, and CareSource, the Company provides a solid foundation for growth and expansion in the insurance industry.
Financially, the Company generated $6,659,291 in commissions and bonuses in###-###-#### verified by 1099), with projections for 2024 estimating $6 million in commissions and $2 million in bonuses. Currently managing 22,219 active policies, all set for auto-renewal, this acquisition opportunity represents a stable and profitable business poised for continued success.This presents an excellent opportunity to expand your book of business and boost annual cash flow.
NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
Detailed Information
Facilities: This is a book role.
Competition: The insurance industry is highly competitive, but acquiring this opportunity can lead to substantial business growth and the expansion of your book of business.
Growth & Expansion: Potential Cross-sell opportunities for Life and Wealth Management.
Financing: TBD if structure and terms are acceptable.
Support & Training: To ensure a smooth transition and ongoing success the Sellers will work with a Buyer as needed to successfully transfer the Book of Business.
Reason for Selling: One Seller is retiring, and the other Sellers would like to explore other opportunities. A reasonable non-compete will be signed.
listing type
exclusive representation
exclusive representation
industry
Insurance
Insurance
location
Naples, FL
Naples, FL
revenue
$6,659,291
$6,659,291
ebitda
$6,000,000
$6,000,000
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