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- RE: Medicare Agency Growing In The Suburban Northwest
- Contact: Rick Carlson
- License #: 1820673
Quick Facts
| Asking Price: | $822,000 | |
| Annual Revenue: | $255,669 | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | $251,228 | |
| Total Debt: | Not Disclosed | |
| FF&E: | Not Disclosed | |
| Real Estate: | Not Disclosed | |
| Year Established: | 2014 | |
| Employees: | 3 | |
| BBN Listing #: | 994590 | |
| Broker Reference #: | 1419 INSURANCE |
Business Overview:
With a previous background in insurance, the Seller opened this independent agency in 2014 and built it from the ground up. By emphasizing personalized service and trust, there are now 770 policies in force. Eighty-two percent are Medicare Advantage policies, while the other 18 percent are composed of prescription plans, Medicare supplement plans, and dental plans. Only 2 percent are healthcare plans for those under 65.
Strategic investments in advertising through radio, TV, and social media have significantly boosted brand recognition, fueling an impressive 65% growth trajectory since 2021.
Buyer Qualifications: Potential Buyers must have a direct appointment with Wellcare to be considered.
NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners. >>
Contact the Seller:
To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button (above Quick Facts) and when you are done searching and have made all your selections, simply click on the REQUEST FREE INFO button at the bottom of this page.
Property Features and Assets:
The nice, 1,700 square-foot office in a desirable part of town is leased through October 2031. Subletting options for the furnished three-office space, which includes a waiting and conference room, are available. The rent is $2,200 per month. But optional.
Market Competition and Expansion:
Growth & Expansion: Continue current successful marketing campaigns. Increase grassroots marketing and increase community and events presence.
Reason for Selling:
The Seller is ready to retire. Kindly ask the seller for more information.Additional Details:
- The property is Leased.
- The owner is willing to train/assist the new owner.
- This is not homebased business opportunity.
- This is not a franchise resale opportunity
Documents:
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