Bay Area Benefits Insurance Agency for Sale

Asking Price:525,000 Gross Income:254,744 Cash Flow:180,000
EBITDA: FF&E: Inventory:
Real Estate: Established:2004 Employees:1 FT

Business Description

Sold 'Q3 2017

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 Buyers secures an existing 2 decade operation that has a seasoned licensed customer service superstar that all the clients love! Husband and wife family style operation where service is a primary focus and contains a steady recurring revenue client base that just renews renews renews. 31% of the gross revenue is (small) group, 33% is individual family plans, and 36% is Medicare. 462 individual family plan policies, 450 Senior/Medicare accounts, 26 Group Health (All UNDER 14 lives). $73k in 2016 just from Blue Shield, other top revenue streams include Anthem Blue Cross, Kaiser, United Health, California Choice, among others. NDA is required for full package on file with Ace Business Brokers, Inc.

Additional Features

Detailed Information

Furniture, Fixtures, & Equipment (FF&E): Included in asking price

Competition: Insurance is plenty competitive but this agency has a high retention rate and continues to profit year after year after year.

Growth & Expansion: They only do benefits, so upside exists for those that want to cross sell the book of business.

Financing: $150k Cash down, $7,077 / Mo. for 60 Months @ 5.0%!

Support & Training: As needed.

Reason for Selling: Retirement.

Facilities: Home Based Business, CSR Works from her home or Sellers’. Willing to relocate and report to an office if it’s within 10 miles of her home.


Ace Business Brokers NDA & Buyer Profile


NDA’s are always required to secure due diligence packages for our engagements. Please reference 671 Insurance when typing your name on our form please! Thank you!!

Please take a moment to CLICK HERE, to fill out our online confidentiality agreement. Once we receive your NDA we will follow up and provide the due diligence package on the opportunity you are interested in.

Listing Inquiry