Established Employee Benefits & Group Insurance Advisory Firm
Listing Number: 22521-378953
Listing Details
Established Employee Benefits & Group Insurance Advisory Firm
Price: $240,000
Location: Bristol County, Massachusetts
- Down Payment: $240,000
- Sales: $185,000
- Seller's Discretionary Earnings: $184,000
- Inventory: $0
- Furniture, Fixtures, and Equipment: $0
- Employees: 1
- Year Established: 1994
- Reason for Selling: Retirement
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Business Description
The company is a well-established, independent employee benefits and advisory brokerage specializing in group medical, dental, vision, life, disability, and voluntary benefit solutions for small-to-midsize commercial clients. Built on a consultative service model, the business has developed long-standing client relationships, sustained exceptional account retention, and built a stable foundation of recurring commission and fee revenue.
Key Investment Highlights -
1. Predictable Recurring Revenue Model: High concentration of recurring revenue derived from annual renewable group insurance contracts, supplemental plan administration, and ongoing advisory fees.
2. Sticky, Diversified Client Base: Deep client relationships across regional commercial sectors, characterized by multi-year retention rates exceeding industry averages and low single-account concentration.
3. Turnkey Operational Infrastructure: Robust client management systems, established carrier appointments with top-tier national and regional health plans, and streamlined annual renewal and open-enrollment processes.
4. Immediate Expansion Levers: Substantial headroom to scale through dedicated producer recruitment, geographic expansion, introduction of ancillary commercial lines (P&C), or integration into a larger regional or national brokerage platform seeking instant local market penetration.
5. Transition & Support: Ownership is committed to a structured transition period to ensure full retention of carrier contracts, client goodwill, and key operational relationships.
Key Investment Highlights -
1. Predictable Recurring Revenue Model: High concentration of recurring revenue derived from annual renewable group insurance contracts, supplemental plan administration, and ongoing advisory fees.
2. Sticky, Diversified Client Base: Deep client relationships across regional commercial sectors, characterized by multi-year retention rates exceeding industry averages and low single-account concentration.
3. Turnkey Operational Infrastructure: Robust client management systems, established carrier appointments with top-tier national and regional health plans, and streamlined annual renewal and open-enrollment processes.
4. Immediate Expansion Levers: Substantial headroom to scale through dedicated producer recruitment, geographic expansion, introduction of ancillary commercial lines (P&C), or integration into a larger regional or national brokerage platform seeking instant local market penetration.
5. Transition & Support: Ownership is committed to a structured transition period to ensure full retention of carrier contracts, client goodwill, and key operational relationships.