CA Benefits and Workers Comp Business

San Diego, CA
San Diego County


Asking Price: Annual Revenue:
$3,000,000 $1,800,000

Services: Financial, Accounting, Insurance


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RE: CA Benefits and Workers Comp Business Broker: Rick Carlson
License #: 01820673
Owner Financing is Available!
Available with the right offer

Quick Facts

Asking Price: $3,000,000
Annual Revenue: $1,800,000
Net Profit: Not Disclosed
Cash Flow: $600,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2011
Employees: 17
BBN Listing #: 67427574
Broker Reference #: 909 Insurance

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Business Overview:

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA.

This is a California based company that fills a unique niche – providing customizable and highly-vetted medical provider networks for Group Health and Workers Comp payers. Three partners formed the Company in 2011, and one wishes to retire. The partners are looking to sell part or all of the Company to facilitate the exit of one partner.

The Company has created a highly profitable business with predictable income from a client list of “essential” California businesses, including school districts, municipalities, farms, dairies, and the like. This is an excellent acquisition opportunity for any company that is in the benefits or insurance space, human resources, or similar. This business has already received lots of off-market interest, and so we expect this to move quickly!

NDA is required to secure first round of comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button and when you are done searching and have made all your selections, simply click on the REQUEST INFO button at the bottom of the page.

Property Features and Assets:

Facilities: Current rent is $1,975 per month for the 1,050 square feet space. Many staff currently work from home, and some have remained in the office space in Tracy, California. Current lease extends through January 31, 2021, so the Buyer may choose to keep this office space or move the Business. The current space allows for social distancing and COVID compliance for those staff who continue to work in the office and not from home.

Market Competition and Expansion:

Competition: This Company is unique in the industry and competes against large national players. The Company beats the competition by providing a higher level of customer service, customization of medical provider networks, and competes on price. Growth & Expansion: The Sellers have grown the business to its current level with a slim “guerilla” marketing budget. An ideal Buyer would have a budget for marketing and advertising, as well as for staffing to handle more leads. With the right Buyer, this Company is primed to grow!

Reason for Selling:

Retirement.

Additional Details:

  • The property is leased.
  • The owner is willing to train/assist the new owner.
  • This is not a homebased business opportunity.
  • This is not a franchise resale opportunity.

Relevant Links:

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