CA Large Group Employee Benefits Book of Biz $250k

Los Angeles, CA
Los Angeles County


Asking Price: Annual Revenue:
Not Disclosed $250,000

Services: Financial, Accounting, Insurance


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RE: CA Large Group Employee Benefits Book of Biz $250k Broker: Rick Carlson
License #: 01820673

Quick Facts

Asking Price: Not Disclosed
Annual Revenue: $250,000
Net Profit: Not Disclosed
Cash Flow: $175,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 1985
Employees: 1
BBN Listing #: 38927574
Broker Reference #: 863 Insurance

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Business Overview:

17 Accounts, Renewals Annually Are on Auto-Pilot~

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

Cash flow assumes 1 senior account manager to renew the book, but would be higher if an owner-operator took this renewal book over. As a multi-dimensional financial services company, the Company can expertly determine which medical and dental plans, retirement and other voluntary benefits are best for individual company needs and budgets; offering a full spectrum of employer benefits that result in enhanced employee retention, productivity, and sense of well-being. Finding the right insurance broker for businesses isn't an easy task. But through years of experience, the Seller built a systematic approach that transformed over the years into a proprietary management platform that offers a tremendous advantage for business owners and company executives that needs an exemplary consulting team to make the process of managing of all aspects of employee benefit programs easy and effective. According to the Seller, the proprietary benefit management platform drives the growth of the business - no other broker has access to it or anything like it. It’s offered free of charge to clients and creates a “sticky app” meaning that if customers consider terminating services, they lose all the archived data including COBRA information, 1095 reports etc. Clients could choose to administer the platform themselves with a 45-minute training session OR the Company could continue to manage it on their behalf through the same platform. Buyers will get royalty-free access to the platform (but not the code) as a condition of the sale of the Company. With 35 years in the business, this Company has become proficient in its offerings as well as providing individual, thoughtful and executive-level service.

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

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Property Features and Assets:

Facilities: Not relevant, portable to existing operations ideally.

Market Competition and Expansion:

Competition: The only way they lose typically to competition is when the client goes out of business. No client lost past 5 years. Growth & Expansion: Perfect platform for cross selling, as all the commercial coverages are available to be cross-sold.

Reason for Selling:

Other business interests.

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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