SOLD-Dallas, TX Based Group Benefits Insurance Agency – Elite Client Base!

SOLD! ‘Q2 2019

Dallas, TX Based Group Benefits Insurance Agency – Elite Client Base!

Dallas, TX – (Dallas County)

Seller Financing Available!

Zip Code: 75202

Asking Price: $450,000

Cash Flow: N/A

Gross Revenue: $150,000

EBITDA: N/A

FF&E: N/A

Inventory: N/A

Established: N/A

Business Description – (Dallas, TX Based Group Benefits Insurance Agency)

Portable book of business only purchases, 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 2013, 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 are 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 outpace 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 are right.
• Support & Training: Seller will offer a transition period to the new owner.
• Reason for Selling: Retirement.