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BUSINESS FOR SALE - PROFILE #
41590028 |
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Insurance Agency - Stable Book/High Retention Rate
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Executive Summary
In business since 1986, the principals of this agency have established a highly stable book of over 400 clients with exceptional retention rates.
Primary lines include Medicare Advantage private insurance policies, Medicare Supplement policies, and prescription drug plans. This book of business would be a highly profitable addition to an existing insurance agency, particularly an agency that could further leverage the stable customer base with additional products such as P&C, life, long-term care, and final expense. The FF&E and operating location will not convey with the sale. Therefore, the cash flow figures above represent the incremental cash flow as an addition to an existing agency.
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| * Adj. Cash Flow -
Recasting provides an economic view of the company and allows meaningful
comparison with other investment opportunities.
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DISCLAIMER: All information contained in this document has been
provided by the subject company or its agent, and while believed to
be correct has not been verified. Accordingly, we makes no
representations or warranties as to the accuracy and truthfulness of
such information. The recipient hereof acknowledges that we shall
not be liable for any loss or injury suffered by said recipient in
any way connected to the delivery by us of this document. At all
times we are an agent for the seller and not for the buyer unless a
specific agreement exists for us to act as the buyer's agent.
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