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Jul 30, 2018Portable book of business only purchase, no expenses being absorbed, so perfect roll-up opportunity for an existing operation, or a perfect entry-point for a newly licensed agent to secure a seasoned, stable recurring revenue base to jump into the industry!

In business since 1987, this agency is exclusively focused on providing Group Benefits to the corporate small-group insurance market, has a client base that is 100% English speaking, no concentration issues (with no more than 25 employees per client) and exceptional room for growth within the existing client-base!

Run by a 36 year veteran of the insurance industry, you will inherit an elite client base that includes some of Dallas’ best corporations and referrals from some of the best accounting firms and consultants. Commission revenue for sale of just over $150,000.00, owner financing may be available for the right owner if the price and deal structure is right.

NDA is required for comprehensive Confidential Information Memorandum (CIM).

Detailed Information

Competition: Always plentiful competition in the insurance industry, but if a Buyer maintains the well-deserved and well-earned reputation for excellence, the Agency will continue to grow to out-pace its rivals.

Growth & Expansion: The Dallas-Fort Worth Metroplex is one of the fastest growing areas in the country and home to many members of the Fortune 500. Cross sale capacity abounds for P&C shops that want to get other lines.

Financing: If the price and deal structure is right.

Support & Training: Seller will offer a transition period to the new owner.

Reason for Selling: Retirement.

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