Healthy Central Ohio Employee Benefits Insurance

Prospect, OH
Marion County

Asking Price: Annual Revenue:
$1,400,000 $385,348

Services: Financial, Accounting, Insurance

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RE: Healthy Central Ohio Employee Benefits Insurance Broker: Rick Carlson
License #: 01820673
Owner Financing is Available!
TBD if structure and terms are acceptable.

Quick Facts

Asking Price: $1,400,000
Annual Revenue: $385,348
Net Profit: Not Disclosed
Cash Flow: $300,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2015
Employees: 2
BBN Listing #: 91027574
Broker Reference #: 973 Insurance

Email or Print Listing

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Business Overview:

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

This established LLC is offering its employee benefits Book of Business. Since 2014 the Seller has been helping companies of all sizes maximize their employee benefits and get the most expansive, reliable coverage at the best possible rates. As an employee benefits agency, the business enjoys working with a broad spectrum of business clients that produce a steady and growing revenue stream.

The Business is well-suited for a growing agency, those that want to expand offerings and those looking for cross-sales (with P&C and financial products that this agency does not market), and a steady residual-based income. From the highest level of honesty, to automation, teamwork, and commitment to many loyal clients, plus a high retention rate, this an outstanding acquisition opportunity.

The client base is either grand-mothered, or are self-funded, level-funded or part of a captive Association plan the Seller created. This makes the operation quite different than most agencies and less reliant on major market carriers for the success.

NDA is required to secure 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:

Not applicable with this book.

Market Competition and Expansion:

Competition: There is enough business to go around and individuals can build their businesses as big as they want if they work hard enough. The Seller has only lost 3 customers in his years of business, and those losses were not related to finding better policies or another broker. Growth & Expansion: The company is projected to triple its current membership with the Association plan for Jan. 1. Single Card GAP integrated products, level funding via TPA’s and the Association plan offer the greatest long-term opportunities for continued if not greater profitability.

Reason for Selling:

The Seller has developed and runs two other, non-i

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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