Turnkey Health Insurance Agency in Palm Beach County, Florida

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Financial Details

Asking Price:
$600,000
Annual Revenue:
$238,959
Cash Flow / SDE:
$187,577
Valuation Multiple:
3.2x
Location:
Palm Beach County, FL, US
Sources:
Date:
July 09, 2025

Key Highlights

- Established Medicare-focused insurance agency in Palm Beach County, Florida, since 2015.
- Strong referral network and targeted direct mail marketing system for lead generation.
- Includes a policy book with United Healthcare and other carriers, offering cross-selling opportunities.

Description

A well-established Medicare-focused insurance agency in Palm Beach County, Florida, operating since 2015. The agency has a strong referral network and a targeted direct mail marketing system for lead generation. It includes a policy book with United Healthcare and other carriers, presenting opportunities for cross-selling additional insurance products and financial services. The business is being offered for sale due to the owner's retirement.

Industry Information

Industry Description:
Health Care
Classification:
Financial Services

Listing Details

Listing ID:
7f8dfd73-0e10-4b69-83fd-245b46f08d6f
Deal Status:
For Sale
Date Posted:
July 08, 2025
Last Updated:
July 09, 2025
Currency:
USD

Features & Tags

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