Looking for a buyer.
Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here:

This established LLC is offering its employee benefits Book of Business. Since 2014 the Seller has been helping companies of all sizes maximize their employee benefits and get the most expansive, reliable coverage at the best possible rates. As an employee benefits agency, the business enjoys working with a broad spectrum of business clients that produce a steady and growing revenue stream.

The Business is well-suited for a growing agency, those that want to expand offerings and those looking for cross-sales (with P&C and financial products that this agency does not market), and a steady residual-based income. From the highest level of honesty, to automation, teamwork, and commitment to many loyal clients, plus a high retention rate, this an outstanding acquisition opportunity.

The client base is either grand-mothered, or are self-funded, level-funded or part of a captive Association plan the Seller created. This makes the operation quite different than most agencies and less reliant on major market carriers for the success.

NDA is required {LINK ABOVE} to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

Detailed Information

Facilities: Not applicable with this book.

Competition: There is enough business to go around and individuals can build their businesses as big as they want if they work hard enough. The Seller has only lost 3 customers in his years of business, and those losses were not related to finding better policies or another broker.

Growth & Expansion: The company is projected to triple its current membership with the Association plan for Jan. 1.

Single Card GAP integrated products, level funding via TPA’s and the Association plan offer the greatest long-term opportunities for continued if not greater profitability.

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 for three months, and up to six months as an on-call consultant, or as negotiated.

Reason for Selling: The Seller has developed and runs two other, non-insurance-related businesses.

listing type
exclusive representation
proposed price