Established Medicare Agency in Suburban Northwest

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Financial Details

Asking Price:
$822,000
Annual Revenue:
$255,669
Cash Flow / SDE:
$251,228
Valuation Multiple:
3.3x
Location:
Eugene, OR, US
Sources:
Date:
July 11, 2025

Key Highlights

- Established Medicare agency with 770 policies in force.
- 65% growth since 2021 driven by advertising.
- Requires Wellcare direct appointment for buyers.

Description

Established in 2014, this independent Medicare agency has grown significantly, boasting 770 policies in force with a strong emphasis on Medicare Advantage plans. The business has experienced a 65% growth trajectory since 2021, driven by strategic advertising investments. A key requirement for potential buyers is a direct appointment with Wellcare. The seller is offering transition support and is open to a part-time producer role.

Industry Information

Industry Description:
Insurance
Classification:
Financial Services

Listing Details

Listing ID:
cbb20f92-0b6f-4a43-b57a-2e782af12a49
Deal Status:
For Sale
Date Posted:
July 11, 2025
Last Updated:
July 11, 2025
Currency:
USD

Features & Tags

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