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Los Angeles, Los Angeles County, California
Confidential Regulated Insurance Distribution Platform
Asking Price
Call/Email
Revenue
$20,000,000
Down
Call/Email
Cash Flow
$3,000,000
Description
This is not a concept-stage insurance idea. The company generated eight-figure annual revenue with multi-million-dollar profitability and is operating at a higher current run-rate. The platform combines licensed sales, producer relationships, partner distribution, consumer acquisition, and a proprietary operating layer designed to improve workflow, reporting, producer productivity, compliance visibility, and customer monetization.
The business sells through multiple distribution channels, including internal producers, contracted producers, independent relationships, and partner distribution channels. Its revenue model is built around policy commissions, override economics, renewal economics, service-related revenue opportunities, and consumer inquiry monetization.
The owners are seeking the right capital partner, lender, strategic buyer, or insurance industry participant to help accelerate the next stage of growth. A partial ownership sale, structured financing, strategic growth capital, revenue-based capital, preferred equity, convertible structure, or other creative proposal may be considered for the right qualified party.
To protect confidentiality, the company name, exact market focus, location, founder names, carrier relationships, technology details, channel counts, and other identifying information are withheld at this stage. Additional information will be provided only to qualified parties after execution of a non-disclosure agreement.
NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
Business Details
Year Established:
2010
Employees:
60
Reason for sale:
The owners are seeking a strategic partner to help accelerate the next stage of growth. The company may consider selling a portion of the business or pursuing a structured capital transaction under agreeable terms and conditions.
Support & Training:
The founders and operating team are expected to remain meaningfully involved to support continuity, growth, and execution after a transaction, subject to negotiated terms. The right partner would likely benefit from retaining the operating leadership responsible for the company's current growth.
Posting Information
Posting ID:
8330725
Business Category:
Banking & Finance
Business Types:
Insurance Service, Insurance Brokerage
Attributes:
Owner/Seller Financing
Training And Support
Send NDA Request
Please complete the form below to request the NDA for this listing. The broker will review your request and send the NDA for you to sign.
Posting Title
Confidential Regulated Insurance Distribution Platform
Posting ID
#8330725
Full Name (Required)
Email (Required)
Phone (Required)
NDA Signed Successfully!
Your NDA has been signed and submitted. The broker will review and countersign it. Once complete, you will receive access to confidential business details.
Agent, Broker or Seller Contact
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