22,200 Policies Healthcare Insurance Book Of Biz
Naples, FL Collier County
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- RE: 22,200 Policies Healthcare Insurance Book Of Biz
- Contact: Rick Carlson
- License #: 01820673
Quick Facts
| Asking Price: | $0 | |
| Annual Revenue: | $6,659,291 | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | $6,000,000 | |
| Total Debt: | Not Disclosed | |
| FF&E: | Not Disclosed | |
| Real Estate: | Not Disclosed | |
| Year Established: | 2021 | |
| Employees: | 1 | |
| BBN Listing #: | 979614 | |
| Broker Reference #: | 1309 INSURANCE |
Business Overview:
This well-established Company offers a diverse client base with only Individual (IFP) Healthcare Insurance. With strong partnerships with top carriers such as Aetna, Ambetter, Cigna, Molina, Oscar, United Healthcare, Blue Cross Blue Shield (BCBS), Anthem, and CareSource, the Company provides a solid foundation for growth and expansion in the insurance industry.
Financially, the Company generated $6,659,291 in commissions and bonuses in 2023 (verified by 1099), with projections for 2024 estimating $6 million in commissions and $2 million in bonuses. Currently managing 22,219 active policies, all set for auto-renewal, this acquisition opportunity represents a stable and profitable business poised for continued success.This presents an excellent opportunity to expand your book of business and boost annual cash flow.
NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
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Property Features and Assets:
Facilities: This is a book role.
Market Competition and Expansion:
Competition: The insurance industry is highly competitive, but acquiring this opportunity can lead to substantial business growth and the expansion of your book of business.
Growth & Expansion: Potential Cross-sell opportunities for Life and Wealth Management.
Reason for Selling:
One Seller is retiring, and the other Sellers would like to explore other opportunities. A reasonable non-compete will be signed.Additional Details:
- The property is Leased.
- The owner is willing to train/assist the new owner.
- This is not homebased business opportunity.
- This is not a franchise resale opportunity
Documents:
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