Insurance Brokerage & Consulting Firm

Not Disclosed, TX
Harris County

Harris County


Asking Price: Annual Revenue:
$1,550,000 $1,281,598

Services: Financial, Accounting, Insurance


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RE: Insurance Brokerage & Consulting Firm Broker: Mitchell Earley

Quick Facts

Asking Price: $1,550,000
Annual Revenue: $1,281,598
Net Profit: Not Disclosed
Cash Flow: $306,537
Total Debt: Not Disclosed
FF&E: $228,447
Real Estate: Not Disclosed
Year Established: 1980
Employees: 3
BBN Listing #: 42424955
Broker Reference #: 6206-14530

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Business Overview:

A boutique insurance consultant firm that has excelled at providing consulting services to small, mid and large enterprise firms' human resource and risk management staff and C-level executives. The business employs high-performing human capital with prior experience in global consulting firms, leveraging skill sets in financial analysis, underwriting and benefits consulting. This hiring practice has enabled the business to service clients of all sizes in different industries including energy, healthcare, manufacturing, public entities, real estate, transportation, technology and more.

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Property Features and Assets:

Currently operating out of an office in central Houston, though relocating to a similarly appointed but smaller office space after October 31. All tangible and intangible assets including, but not limited to client lists and associated agreements, employee/subcontractor lists and associated agreements, supplier lists and licensing agreements, domain name(s) / web site(s), business social media accounts, computers, furniture, fixtures, equipment, files, phone number(s) and business goodwill. Total Assets: $228,447

Market Competition and Expansion:

This business is long-standing and well-adjusted to the competitive nature of the industry, positioned with large companies and is rooting itself in the middle market and main street areas of insurance. Growth can be achieved by focusing on partnerships that allow the business to reduce the cost of acquiring and servicing small groups, allowing the business to maintain a profitable presence in the small group space. Growth opportunities also exist not only by partnering with benefits related technology companies, but also with technology vendors that service user elements such as telemedicine or cyber security.

Reason for Selling:

Retirement.

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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