Business For Sale

$519k Gross-Large & Small Group Benefits Insurance

Fallbrook, CA
San Diego County

Asking Price: Annual Revenue:
$1,500,000 $519,036

Services: Financial, Accounting, Insurance

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RE: $519k Gross-Large & Small Group Benefits Insurance Broker: Rick Carlson
Owner Financing is Available!
$850k Down, $650 financed over 60 months at 5%

Quick Facts

Asking Price: $1,500,000
Annual Revenue: $519,036
Net Profit: Not Disclosed
Cash Flow: $450,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 1980
Employees: 1
BBN Listing #: 832827574
Broker Reference #: 746 Benefits

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Business Overview:

150+ policies, small and large group health, dental, Medicare, individual with a small number of life insurance policies. This is a very persistent book of business with the majority of clients staying with the Agency over 5 years, many well over 10 years. Largest accounts are with Blue Cross and Blue Shield. Seller has been in insurance for well over 40 years and is ready to retire. 80+% of the revenue is contained within the Top 50 Clients. Further details of this book of business provided in first round package. Signed NDA required for release.

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Property Features and Assets:

Facilities: Small quiet office in a small business park with plenty of parking. Office is used by Seller and one full time office manager. Lease is expiring. Buyer can either sign 3 year least to keep the office, or close it.

Market Competition and Expansion:

Competition: The Seller has taken good care of the client base and has secured referrals as the main driver of revenue expansion. Growth & Expansion: Primarily a renewal book. Excellent cross-sell opportunity for a Buyer who handles commercial and personal P&C insurance as well as group benefits and health.

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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