High-Growth Medicare Advantage Insurance Agency with Proven Management Exit History

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Financial Details

Asking Price:
$80,000,000
Annual Revenue:
$15,000,000
Profit Metric:
Cash Flow
Location:
Charlotte, NC, US
Source:
Date:
November 05, 2025

Key Highlights

Highly scalable business model operating in a fast-growing $300B+ Medicare market.
Management team has a proven track record with a recent $62M successful exit.
Significant projected upside with models showing potential for over $300M EBITDA by 2028.

Description

This is a high-growth insurance agency specializing in Medicare Advantage coverage, providing essential, federally subsidized healthcare benefits to older Americans at no direct cost to the purchaser. The business has demonstrated success through strategic roll-ups, including a recently completed East Coast acquisition and an ongoing West Coast deal. The management team is committed to staying post-sale and has a history of significant success in this sector ($62M exit). The listing emphasizes massive scaling potential, projecting over $300M in EBITDA within three years, supported by an attractive 10-12x EBITDA exit multiple.

Industry Information

Industry Description:
Insurance Agency/Brokerage specializing in Medicare Advantage plans.
Classification:
Financial Services

Real Estate & Lease

Status:
Not Specified

Listing Details

Listing ID:
e642c88c-4480-4867-8ddc-938035092931
Deal Status:
For Sale
Date Posted:
September 06, 2024
Last Updated:
November 05, 2025
Currency:
USD

Features & Tags

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