Long Established Group&individual Benefits Agency

Not Disclosed, FL
Broward County

Asking Price: Annual Revenue:
$400,000 $247,603

Services: Financial, Accounting, Insurance

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RE: Long Established Group&individual Benefits Agency Broker: Russell Cohen

Quick Facts

Asking Price: $400,000
Annual Revenue: $247,603
Net Profit: Not Disclosed
Cash Flow: $156,661
Total Debt: Not Disclosed
FF&E: $5,000
Real Estate: Not Disclosed
Year Established: 1996
Employees: 2
BBN Listing #: 86064955
Broker Reference #: 1043-16550

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Business Overview:

Reason for Sale: Retirement- Long established Group & Individual Benefits Agency. Established since 1996 serving Miami-Dade, Broward, and Palm Beach Counties. Seller focuses on individual & family health insurance (40%), group benefits (40%), life, disability & retirement (20%). Seller is appointed with many reputable A+ rated carriers. Experienced admin staff in place. $250,000+ in yearly commissions. Great opportunity for an existing agency to add on for additional growth or for a licensed agent to get a jump start in the industry. Bank prequalified. Great books and records. Low down payment. Medicare clients are excluded from the sale. Impeccable reputation with carriers and clients.

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Property Features and Assets:

Rent $1,100- Lease expires 9/1/2022- 750 Square feet - Located in an office Building. Assets = $5,000.

Reason for Selling:


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.

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