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Sep 10, 2018Perfect expansion opportunity for a health-light or health-heavy existing agency; or buy a job for an independent minded licensed health agent! With this acquisition the Buyer secures an existing operation that has a seasoned service team that all the clients love! Family style, collegial operation where service is a primary focus and contains a steady recurring revenue client base that just renews renews renews. 70% of the gross revenue is (small) group, 17% is individual products, and 13% is Medicare. On the group side, 12 accounts are 21 lives & up, the balance (81 accounts) is under 20 lives. $159k in 2017 just from Blue Shield, other top revenue streams include Kaiser, Anthem, Aetna, Cal Choice, Healthnet, UHC, about 30 carriers total across all lines and coverages. NDA is required to secure comprehensive Confidential Information Memorandum crafted by Broker.

Detailed Information

Furniture, Fixtures, & Equipment (FF&E): Included in asking price

Facilities: Located in an exceptional location. Staff is willing to commute within reasonable distances {commute times} within the East Bay. Art work is not included in the sale.

Competition: Insurance is plenty competitive but this agency has a high retention rate and continues to profit year after year after year.

Growth & Expansion: Upside exists for those that want to cross sell the book of business for personal lines or commercial coverages.

Financing: SBA Financing should be available to Buyers that qualify.

Support & Training: As needed.

Reason for Selling: Retirement.

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