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Jun 18, 2020Confidential Information Memorandum (CIM) available upon receipt of our short online NDA.

Renewals are 90+% Annually and Great Cross Sale Potential.

Cash flow assumes a larger well-staffed P&C or Benefits Agency making a strategic acquisition to absorb the service work. Substantial opportunity abounds to cross sell the P&C piece across all lines b/c this is a benefits only shop at this time. As a multi-dimensional financial services company, the Company can expertly determine which medical, dental and vision plans, life insurance solutions and other voluntary benefits are best for individual company needs and budgets.

The Company offers a full spectrum of employer benefits that result in enhanced employee retention, productivity, and sense of well-being. Finding the right insurance broker for businesses isn’t an easy task. With many years in the business, the principal (who is ideally looking to stay long term with the Buyer on a producer contract) of the Company provides individual, thoughtful and executive-level service to every client large and small.

NDA is required to secure comprehensive 23-page Confidential Information Memorandum (CIM) crafted by broker.

Detailed Information

Employees: 0, or take over the team but the net income would be lower, Buyer choice

Facilities: Portable to existing operations, only a few months left on the current commercial lease.

Competition: They provide white glove service to all accounts, but competition is out there for large cases for sure.

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

Support & Training: As needed.

Reason for Selling: Other business interests

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