NOT DISCLOSED, Texas
| Asking Price |
$3,000,000 |
Year Established |
2024 |
|
| Annual Revenue |
$2,661,824 |
Reason for Selling |
Other Interests |
|
| Annual P/L |
$0 |
Attention |
Christopher Beckman |
|
| Annual Cash Flow |
$997,826 |
Listing Number |
1003841 |
|
| # of Employees |
15 |
Business Category |
Services: Financial, Accounting, Insurance |
|
Business Overview:
This wholesale insurance brokerage has some of the top agents in the Life Insurance business working for them. They specialize in sophisticated financials strategies tailored for the ultra-high net worth individual using a proprietary approach to simplify complex planning for individuals and family estates.
Founded in 2024, the company has grown exponentially with top line Revenues of $2,661,821, and an SDE of $997,826 in FY FC 2025.
This is a great opportunity for a buyer that is familiar with the Life Insurance business to own and operate a great agency with a team of brokers selling mainly IUL products and complex case design to ultra-high net worth individuals.
A Life Agent License is required to acquire, own, and operate this business.
For more information, please contact the listing broker, Chris Beckman. Please note, all buyer will be required to sign an NDA and complete a confidential buyer profile to screen for relevant experience and financial capability before any confidential information will be shared.
Property Features and Assets:
Market Competition and Expansion:
Additional Details:
- The property is Leased.
- This is not homebased business opportunity.
- This is not a franchise resale opportunity