Profitable Medicare BOB for sale in Northern CA -Ideal buyer in detail
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Medicare Books of Business for Sale in Norther CA. SEE PDF attached for Details.
Established in 2018, main client base is in local region. Financially strong with long history of profitability.
Currently affiliated with a large FMO, owned by Integrity.
• Enjoys a steady business without advertising. Operates by referrals for the last few years. Occasional contact by
owner to clients to keep in touch. AEP follow-ups with most clients.
• As of 1/6/2026, 96 commissionable Medicare Advantage plans and141 Medicare Supplement plans.
• Carriers include United Health Care, SCAN, Anthem, Alignment, Humana, Blue Shield, Central Health,
Mutual of Omaha, and Aetna, and Imperial.
• Currently has 114 drug plans that are essentially non-commissionable.
• 2nd career for owner; he only took on what he could take care of. Could be grown substantially
Established in 2018, main client base is in local region. Financially strong with long history of profitability.
Currently affiliated with a large FMO, owned by Integrity.
• Enjoys a steady business without advertising. Operates by referrals for the last few years. Occasional contact by
owner to clients to keep in touch. AEP follow-ups with most clients.
• As of 1/6/2026, 96 commissionable Medicare Advantage plans and141 Medicare Supplement plans.
• Carriers include United Health Care, SCAN, Anthem, Alignment, Humana, Blue Shield, Central Health,
Mutual of Omaha, and Aetna, and Imperial.
• Currently has 114 drug plans that are essentially non-commissionable.
• 2nd career for owner; he only took on what he could take care of. Could be grown substantially
About the Business
- Years in Operation
- 8
- Currently Relocatable
- Yes
- Facilities & Assets
- The seller is willing to remain with company after sale or a negotiated amount of time to assist with continued development of the business and to make the transition as seamless as possible.
Don't inquire if your looking for something for free--or you want 100% financing by owner, or you want all risk on the Seller. Do not waste my time. - Market Outlook / Competition
- Positive. Everyone will need to enroll into Medicare sometime.
- Opportunities for Growth
- Lots of growth into other business lines. This business has really focused mainly on medicare sales, and a tiny tiny amount of dental.
About the Sale
- Seller Motivation
- looking at retiring. 2nd career for owner.
- Transition Support
- Assistance with client care. To Be be negotiated based on agreement with buyer--and the synergy with the seller.
Ideal buyer - would be someone from Northern CA, familiar with medical groups here, who is not looking for a free handout. Someone who sees value and is willing to pay for it, and not trying to get it for free. - Financing Options
- Buyer downpayment of 30%- to 50% is required. Limited financing based on buyer qualif
Listing Info
- ID
- 2463416
- Listing Views
- 163
Attached DocumentsAttachment Disclaimer
Listing ID: 2463416 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.
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