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Listed by:

ProNova Partners

Broker license number: 01820673

22,200 Policies Healthcare Insurance Book Of Biz In Naples For Sale

Naples, Florida, US
Asking Price:
Undisclosed
Sales Revenue:
$6,659,291
Cash Flow:
$6,000,000

This well-established Company offers a diverse client base with only Individual (IFP) Healthcare Insurance. With strong partnerships with top carriers such as Aetna, Ambetter, Cigna, Molina, Oscar, United Healthcare, Blue Cross Blue Shield (BCBS), Anthem, and CareSource, the Company provides a solid foundation for growth and expansion in the insurance industry.

Financially, the Company generated $6,659,291 in commissions and bonuses in 2023 (verified by 1099), with projections for 2024 estimating $6 million in commissions and $2 million in bonuses. Currently managing 22,219 active policies, all set for auto-renewal, this acquisition opportunity represents a stable and profitable business poised for continued success.This presents an excellent opportunity to expand your book of business and boost annual cash flow.

NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

Property Information

Premises Details:

This is a book role.

Business Operation

Expansion Potential:

Potential Cross-sell opportunities for Life and Wealth Management.

Competition / Market:

The insurance industry is highly competitive, but acquiring this opportunity can lead to substantial business growth and the expansion of your book of business.

Reasons for selling:

One Seller is retiring, and the other Sellers would like to explore other opportunities. A reasonable non-compete will be signed.

Employees:
1
Years established:
3

Other Information

Support & training:

To ensure a smooth transition and ongoing success the Sellers will work with a Buyer as needed to successfully transfer the Book of Business.

Owner financing:
Owner financing is available. Please contact the seller for more information.
Financing available:

TBD if structure and terms are acceptable.

Listed by

ProNova Partners

Broker license number: 01820673