Hot Listing
Group Health & Life Insurance Book of Business for Sale
Asset Sale Description
Overview
• Book Type: Group Health and Life Insurance
• Number of Active Group Clients: 63
• Geographic Focus: Florida
• Primary Industries: No primary Industry
Financials
• Ask $490,000
• Annualized Revenue: $212,000
• Net Revenus: $177,256
• Revenue Breakdown: Mostly group
• Revenue Type: Commission based
• Average Revenue per Account: $3,600
Retention & Opportunity
• 3-Year Client Retention Rate: 95%
• Key Accounts: There are a few accounts over 10%
Transition & Support
• Owner will remain post-sale for a limited time to assist on transfer
• Non-compete agreement available
• CRM and digital files available
Ideal Buyer
• Established agency looking to expand group benefits portfolio
• Strong client servicing capabilities for smooth transition
• Comfortable with self-managed
• Book Type: Group Health and Life Insurance
• Number of Active Group Clients: 63
• Geographic Focus: Florida
• Primary Industries: No primary Industry
Financials
• Ask $490,000
• Annualized Revenue: $212,000
• Net Revenus: $177,256
• Revenue Breakdown: Mostly group
• Revenue Type: Commission based
• Average Revenue per Account: $3,600
Retention & Opportunity
• 3-Year Client Retention Rate: 95%
• Key Accounts: There are a few accounts over 10%
Transition & Support
• Owner will remain post-sale for a limited time to assist on transfer
• Non-compete agreement available
• CRM and digital files available
Ideal Buyer
• Established agency looking to expand group benefits portfolio
• Strong client servicing capabilities for smooth transition
• Comfortable with self-managed
Detailed Information
- Facilities & Assets
- Book of business sale so no facilities are included
About the Sale
- Transition Support
- Owner is willing to stay on for a limited time to help with transfer.
- Seller Motivation
- Retiring
Listing Info
- ID
- 2400044
- Listing Views
- 532
Attached DocumentsAttachment Disclaimer
Listing ID: 2400044 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
