OFF-MARKET-Dallas Health Insurance Agency for Sale

OFF-MARKETThriving Dallas Health Insurance Agency Organic SEO Leads

Dallas/Fort-Worth MSA (Denton County)

Seller Financing Available

Asking Price:

Competitive Auction Format

Gross Revenue:

$590,000

Cash Flow: $400,000

EBITDA:

N/A

FF&E:

N/A

Inventory:

N/A

Established:

2003

Employees:

4

Business Description

Known for custom tailored solutions in the health insurance industry, this full-service agency provides customized best in class product offerings for the clientele. A beautiful URL / domain with authority serves as the primary mousetrap for inbound leads which comes with the sale. There is a VP of sales that handles mostly all conversion activities, and a director of group/small business sales that handles the larger cases that come across the bow. The owner is looking for a semi-retirement to play more golf and is wiling to stay on as a consultant to ensure a seamless transition and assist with future marketing, sales, or strategic initiatives of the Buyer as needed. NDA is required for first round package crafted by ProNova Partners.

Detailed Information

Facilities:

Relocatable.

Competition:

There is plentiful competition in the insurance business. The full array of health insurance products under one roof are tailored to the individuals and small businesses owner and make the process easy and customers and employees well protected and well informed. Other brokers, PEO’s and payroll companies are common competitive threats, but the Seller’s firm stays ahead of them by taking a proactive and educational / consultative relationship with every client.

Growth & Expansion:

Established in the local Dallas MSA, take the brand and expand under the Seller’s current business models nationwide, plus the URL is strong for future branding & marketing purposes (included in the sale)….

Financing:

If the price and deal structure is right.

Support & Training:

As needed, all staff would stay with Buyer under prevailing terms and conditions.

Reason for Selling:

Semi-retirement.