SOCAL 401K BLOCK OF CLIENTS 1,000+ LIVES $200K GROSS

Looking for a buyer.
Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here: https://pronovapartners.com/engagement/socal-401k-block-of-clients-for-sale/

20 Clients, Renewals Annually Are on Auto-Pilot~

Cash flow assumes 1 part time person to do onsite renewals as this is a high touch book at renewal time only, but other than that is pretty low key and low stress. 20 total clients, many have been with the Seller for decades. Steady, loyal, high retention metrics associated with this piece of business perfect for a strategic acquirer or a small owner operator looking to grow their portfolio and diversify further. Plenty of upside exists to continue ‘upselling’ in all lines of coverages in terms of life, P&C, health, it’s open ocean basically.

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

Detailed Information

Facilities: Not relevant, portable to existing operations ideally.

Competition: The only way they lose typically to competition is when the client goes out of business.

Growth & Expansion: Perfect platform for cross selling, as all forms of coverages are available to be cross-sold.

Support & Training: As needed.

Financing: If the price and deal structure is right.

Reason for Selling: Retirement.

listing type
exclusive representation
industry
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location
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revenue
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ebitda
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proposed price
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