Medicare Agency Growing in the Suburban Northwest
Business Description
Medicare Agency Growing in the Suburban Northwest
With a previous background in insurance, the Seller opened this independent agency in 2014 and built it from the ground up. By emphasizing personalized service and trust, there are now 770 policies in force. Eighty-two percent are Medicare Advantage policies, while the other 18 percent are composed of prescription plans, Medicare supplement plans, and dental plans. Only 2 percent are healthcare plans for those under 65.
Strategic investments in advertising through radio, TV, and social media have significantly boosted brand recognition, fueling an impressive 65% growth trajectory since 2021.
Buyer Qualifications: Potential Buyers must have a direct appointment with Wellcare to be considered.
NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
Strategic investments in advertising through radio, TV, and social media have significantly boosted brand recognition, fueling an impressive 65% growth trajectory since 2021.
Buyer Qualifications: Potential Buyers must have a direct appointment with Wellcare to be considered.
NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
About the Business
- Years in Operation
- 11
- Employees
- 3
- Facilities & Assets
- The nice, 1,700 square-foot office in a desirable part of town is leased through October 2031. Subletting options for the furnished three-office space, which includes a waiting and conference room, are available. The rent is $2,200 per month. But optional.
- Market Outlook / Competition
- Growth & Expansion: Continue current successful marketing campaigns. Increase grassroots marketing and increase community and events presence.
About the Sale
- Seller Motivation
- The Seller is ready to retire.
- Transition Support
- To ensure a smooth transition and ongoing success, the Seller will work with the Buyer for up to a month. The Seller will entertain offers to remain in a producer’s role on a part-time basis.
- Financing Options
- Dependent on competitive terms and short-term conditions.
Listing Info
- ID
- 2388633
- Listing Views
- 574
Listing ID: 2388633 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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