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Salt Lake City, Salt Lake County, Utah
Asking Price
$15,000,000
Revenue
$2,000,000
Down
Call/Email
Cash Flow
$700,000
Name: Rick Carlson
Phone: Show phone number
Name
Rick Carlson
Phone
Show phone number
Posting ID:
288836
Attributes:
Broker Cooperation
Financial Assistance
Owner/Seller Financing
Training And Support
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Eugene, Oregon
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CF : $ 251,228
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.
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