SOLD-Successful Regional Insurance Agency Primed for National Expansion for Sale

SOLD ‘Q2 2022

Successful Regional Insurance Platform Primed for National Expansion

Asking Price:

Competitive Auction Format

Cash Flow:

$900,000

Gross Revenue:

$1,600,000

EBITDA:

N/A

FF&E:

N/A

Inventory:

N/A

Established: 2010

Business Description

Executive Summary available upon receipt of our short online NDA – {SUBMIT BELOW}

At 50% NET margins + this scalable profit engine has been deployed in a regional market and now is ready to be expanded nationwide.

Providing a platform for individual producers that want to focus on growing an agency as opposed to all of the landmines associated with running an agency, this Company provides unlimited earnings potential to all of its members.

Revenues for this opportunity are a combination of subscriptions from its members, overrides from carriers, and favorable commission splits with producers on future renewals.

Year over year growth from 2017-2020, C19 will not slow this Company down, in fact it will have its best year yet even if a sale is not somehow consummated.

Due to the usage of automation and non-client facing office space this company is easily relocatable within the United States.

This opportunity will not last though.

NDA is required to secure Executive Summary which will be provided by the Broker upon approval of the Buyer’s inquiry by the Seller.

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Detailed Information

Employees:

Confidential until Buyer’s inquiry is approved by Seller.

Facilities:

Beautiful office space, ready for continued expansion, though folks are working remotely right now because of Covid.

Competition:

This is a unique offering without a directly comparable competitor in the marketplace.

Growth & Expansion:

Perfect platform for nationwide expansion.

Support & Training:

As needed.

Reason for Selling:

Other business interests.

Seller Financing Available if the Price and Deal Structure is Right