Elite Dallas-Fort Worth Insurance Marketing Co.

Dallas, TX
Denton County


Asking Price: Annual Revenue:
Not Disclosed $940,000

Services: Financial, Accounting, Insurance


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RE: Elite Dallas-Fort Worth Insurance Marketing Co. Broker: Rick Carlson
License #: 01820673
Owner Financing is Available!
TBD if structure and terms are acceptable.

Quick Facts

Asking Price: Not Disclosed
Annual Revenue: $940,000
Net Profit: Not Disclosed
Cash Flow: $795,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2011
Employees: 30
BBN Listing #: 418327574
Broker Reference #: 910 Insurance

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Business Overview:

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

This is not a traditional insurance agency: this is a highly technologically-focused insurance marketing business where the owner produces and has individual agreements/individual producer codes with not only the individual Insurance Companies, but also with National Producer Marketing Agencies that provide pricing power and better commissions for him and his downstream agents.

Producers come to the company not just to take advantage of the industry-leading commissions: they get the benefit of years of marketing system refinement and highly advanced online marketing programs from a leading company that is a referral and website SEO driven machine!

The owner has 30 agents appointed and 12 that write business on a weekly basis that are all self-sufficient and trained in the Seller’s business developments systems, and that have a huge knowledge-base in life/health products after having taken advantage of his training and systems. All 12 of his high-producing agents are now generating significant referral business.

Because of the unique structure of the contracts in place with the Insurance Companies and National Producer Marketing Companies, the over-rides provided to the company are defensively protected: Producers over-rides are effectively locked-in, as the agents would have to sit on the sidelines for months/years if they decided to leave, unable to secure the same appointments with the sponsoring companies without a significant period of “garden leave”.

As agents and consultants, they’ve built a solid base of business by being committed to listening to each individual’s needs, and being able to effectively communicate policies and programs to everyone in the workplace.

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

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Property Features and Assets:

No facilities. Everyone works remotely. But you’d never know.

Market Competition and Expansion:

Competition: There is plentiful competition in the insurance business. What sets the Company apart from the competition, is the principles and experience it was founded upon and the Seller’s keen ability to successfully customize a full suite of insurance services that allow business owners to minimizing shopping time, enabling them to invest their time better helping grow their businesses and achieving its goals. The full array of health and life insurance products under one roof are tailored to the small to medium sized businesses owner and make the process easy and customers and employees well protected and well informed. Other brokers, PEO’s and payroll companies are common competitive threats, but the Seller’s firm stays ahead of them by taking a proactive and educational / consultative relationship with every client. Growth & Expansion: Infinite opportunities to expand under the Seller’s current business models: gross commissions of over $1mm are forecasted for 2021.

Reason for Selling:

The seller is a serial entrepreneur and is looking

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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