Growing Financial Service Firm
| Asking Price: | $876,000 |
| Gross Revenue: | $835,000 |
| EBITDA: | $275,000 |
| Established Year: | 1999 |
| Cash Flow: | $300,000 |
| Rent: | $2,000/Month |
| FF&E: | $1,500 |
I am selling a Medicare Advantage Insurance book that generates $292,215 in yearly commission. Most of these people have been with us for over five years. We acquire new clients through our unique strategic locations, quarterly workshops, cross-selling our existing clients, and referrals. We have enrolled as many as 30-50 people a month during open enrollment and 10-20 medicare beneficiaries a month for the remainder of the year at each one of these locations. Last year, our Medicare Advantage book grew by 20%. Our retention rate is 95%. The average commission generated on these clients in 2024 was $339.00. We are a full-service financial service firm that provides investment advisory( series 7 and 66) property, casualty insurance, and personal income tax.
