Business For Sale

Dallas, TX Based Group Benefits Insurance Agency

Dallas, TX
Dallas County

Asking Price: Annual Revenue:
$450,000 $150,000

Services: Financial, Accounting, Insurance

Request More Information
Contact the Seller

RE: Dallas, TX Based Group Benefits Insurance Agency Broker: Rick Carlson
Owner Financing is Available!
If the price and deal structure is right.

Quick Facts

Asking Price: $450,000
Annual Revenue: $150,000
Net Profit: Not Disclosed
Cash Flow: Not Disclosed
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: Not Disclosed
Employees: Not Disclosed
BBN Listing #: 264927574
Broker Reference #: 765 Beneifts

Email, Print & Share

Request More Information
Contact the Seller

Business Overview:

Portable book of business only purchase, no expenses being absorbed, so perfect roll-up opportunity for an existing operation, or a perfect entry-point for a newly licensed agent to secure a seasoned, stable recurring revenue base to jump into the industry!

In business since 1987, this agency is exclusively focused on providing Group Benefits to the corporate small-group insurance market, has a client base that is 100% English speaking, no concentration issues (with no more than 25 employees per client) and exceptional room for growth within the existing client-base!

Run by a 36 year veteran of the insurance industry, you will inherit an elite client base that includes some of Dallas’ best corporations and referrals from some of the best accounting firms and consultants. Commission revenue for sale of just over $150,000.00, owner financing may be available for the right owner if the price and deal structure is right.

NDA is required for comprehensive Confidential Information Memorandum (CIM).

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.

Market Competition and Expansion:

Competition: Always plentiful competition in the insurance industry, but if a Buyer maintains the well-deserved and well-earned reputation for excellence, the Agency will continue to grow to out-pace its rivals. Growth & Expansion: The Dallas-Fort Worth Metroplex is one of the fastest growing areas in the country and home to many members of the Fortune 500. Cross sale capacity abounds for P&C shops that want to get other lines.

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.

Relevant Links:


The information has been supplied by the Seller. BBN has not verified any of the information provided in this listing. Any agreement or decision by a buyer to pursue a transaction of this listing should be based on further investigation and due diligence. BBN expressly disclaims any and all liability resulting from the sale of this business. For full disclosure please read BBN's full Legal Disclaimer.

Request More Information
Contact the Seller is one of the largest business for sale marketplaces in the world that connects tens-of-thousands of business buyers and sellers every month. Sell a Business Online or if you’re a broker or a commercial agent sign up for a Business Broker Membership today!