Established Medicare Insurance Agency with 2,000+ Clients and Recurring Revenue

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Financial Service Businesses for Sale

  • Primary Category: Insurance Agencies for Sale

Long-established Medicare insurance agency with a book of 2,000+ clients and a solid base of recurring commissions of nearly $600,000 per year.

Business is built on long-term client relationships and consistent referrals, not heavy marketing spend. Multiple carrier agreements in place and a straightforward operation that produces steady cash flow.

This is a good fit for someone who understands the Medicare space and wants to step into an existing book with scale already in place. Florida continues to see strong demand in this space, driven by ongoing population growth and a steady wave of individuals aging into Medicare each year.

Seller is retiring after 30+ years and will assist with transition.

Financial Information

  • $1,500,000 Asking Price
  • $420,535 Cash Flow
  • $596,988 Gross Revenue
  • $1,500,000 Down Payment
  • N/A Adjusted EBITDA

Business Location

  • City: Martin County, Florida
  • State: Florida

Reason for Sale

  • Retirement

Detailed information

  • Year Established: 2012
  • Home Based: No
  • Franchise: No
  • Relocatable: Yes
  • Lender Prequalified: No
  • SBA Prequalified: No
  • Full-Time Employees: 1
  • Part-Time Employees: 1
  • Contractors: N/A
  • Owner Worked Hours/w: 40
  • Inventory Included: No
  • Inventory Value: N/A
  • Monthly Rent: $1,700
  • Real Estate Available: No
  • Real Estate Included: No
  • Real Estate Value: N/A
  • Building Size: 800
  • FF&E Included?: Yes
  • FF&E Value: $30,000

Training/Support

  • Weeks Training: 3 Cost: $0
Business Listed by
image of Ryan Cave
Ryan Cave
Sunbelt of South Florida
Email Ryan
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Listing ID
WESTPFL001-58917

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