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Bay Area Benefits Insurance Agency 70% Small Group 30% Individual L&HHigh Net $387k High Retention, Low Client Concentration Risk Profile
$1,850,000Cash Flow: $371,433Seller Financing
Bay Area Benefits Insurance Agency 70% Small Group 30% Individual L&HHigh Net $387k High Retention, Low Client Concentration Risk Profile

Berkeley, CA

Perfect expansion opportunity for a health-light or health-heavy existing agency; or buy a job for an independent minded licensed health agent! With this acquisition the Buyer secures an existing operation that has a seasoned service team that all the clients love! Family style, collegial operation where service is a primary focus and contains a steady recurring revenue client base that just renews renews renews. 70% of the gross revenue is (small) group, 17% is individual products, and 13% is Medicare. On the group side, 12 accounts are 21 lives & up, the balance (81 accounts) is under 20 lives. $159k in 2017 just from Blue Shield, other top revenue streams include Kaiser, Anthem, Aetna, Cal Choice, Healthnet, UHC, about 30 carriers total across all lines and coverages. NDA is required to secure comprehensive Confidential Information Memorandum crafted by ProNova Partners.

Farmers Insurance Agency$133K in Residual Income
$198,500
Farmers Insurance Agency$133K in Residual Income

Alameda, CA

Established Farmers Insurance Agency available in the Alameda, CA area Approx.. 1025 policies in-force $10,000 Office Start Up Bonus Available Quarterly New Business Bonus Quarterly Life Growth Bonus Opportunity Quarterly Profitable Growth Bonus Opportunity Quarterly Commercial Growth Bonus Opportunity Achievement Clubs and Travel Awards Full Training and Support Provided Residual income stream of approximately $133K Asking Price: approximately $198k Candidate Requirements: • Pass background Check (credit, criminal, driving record) • Minimum of $70,000 in liquid assets • For more info contact: Domnick Iwasyk


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