High-Margin, Independent Insurance Risk Mgmt.

Business Overview:

An exceptional opportunity to acquire a highly profitable, turn-key 9-year-old, B2B specialty insurance and promotional risk management firm. Operating as an elite niche producer, the business provides a vital financial backstop for corporate marketing directors, charity tournament coordinators, and over 1,000 active national clients (mostly auto dealerships), seeking coverage for high-value promotional contests (such as hole-in-one challenges and million-dollar shootouts). The revenue model is incredibly secure and insulated from concentration risk, driven by a reliable commission pipeline brokered through multi-billion-dollar international underwriting carriers, alongside a proven framework for highly lucrative selective self-underwriting.

Boasting an ultra-low overhead structure, the business operates with zero expensive storefront commercial leases, inventory capital constraints, or specialized warehouse needs. The entire infrastructure is fully digital, running seamlessly via cloud-based CRM and policy-binding software. This modern design allows for a true work-from-home layout that can be owned, managed, and scaled from absolutely anywhere in the United States. Generating highly predictable B2B cash flows, this defensive business is primed for expansion under a motivated buyer. The retiring founders are fully committed to a smooth handoff, including complete database transfers and warm client introductions. A signed NDA is strictly required for all interested parties.

For more information on this business for sale contact listing agent David Ballou. Please refer to listing #7301534753.

Contact the Seller:

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Property Features and Assets:

Home based

Market Competition and Expansion:

Miles:  100  

Years:  3  

Reason for Selling:

Retirement. Kindly ask the seller for more information.

Additional Details:

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