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Southern California Benefits Agency For Sale
Location: United States -> California -> Southern California - All Southern California -> Irvine
Industry: Business Services > Financial



Business Summary

A mix of group health, individual health insurance, and medicare. Group health clients are small groups from a diverse set of industries. Many clients have been with the Company long term � some even predate the formation of this Company, having been with the Owner previously.

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

Detailed Information

Facilities: Currently in a shared office with a lease that ends June 30th. Can be moved to Buyers current location or go remote.

Competition: The market is fragmented with plenty of small businesses competing for group health business in Orange county.

Growth & Expansion: This is primarily a renewal book. Continue to take care of the clients as their businesses continue to grow. Also potential cross sell opportunities.

Financing: Cash sale preferred. Seller may be open to some financing depending on the offer and structure.

Support & Training: None.

Reason for Selling: Owner passed away.

Financials
Asking Price Range:  $500K - $1.0M
Gross Revenues:   $230,000
Cash Flow:   $100,000
Cash Flow Type:  Sellers Discretionary Cash
Seller Financing:  Not Disclosed

About The Business
Year Established:  2003
Number of Employees:  1 - 3
Relocatable:  No
Franchise:  No
Current Real Estate:  Leased

About The Sale
Management Training and Support:  None.
Reason For Selling:  Owner passed away.




Print Listing Id: 700388459
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Also See: Franchise Opportunities > Franchise Resales > California Businesses For Sale > California Franchises For Sale > California Business Brokers



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