Contact: Lynn Colclough At 949-257-7169 - Also Email This Contact Below
Asking Price: $2,750,000 Down Payment: Call / Email
Annual SDC: $512,126
Annual Gross: $1,538,317
Attributes: Broker-Broker Coop, Training & Support, Owner Financing
The company has been providing plan administration services in the health and welfare benefit industry for thirty years. Under ERISA, the company consults, advises, and services trust accounts in California as well as throughout the United States. As a trust plan administrator, the company provides the day-to-day fiduciary and accounting and reporting specialty services of trusts; as they are knowledgeable on Taft-Harley, VEBA, Davis -Beacon, and prevailing wage and lead consultants through these subjects as it pertains to employers.
The company offers consulting services around the ever-changing health care regulations and helping clients keep within compliance. Excellent books and records. Long term employees. The company has a great reputation and is well respected. Great, long-term clients with recurring revenue. Further opportunities to grow the business.
This is a turn-key company that is primed for a new owner to step in and continue building on the solid foundation that's been already built over thirty years. Great opportunity for a buyer to own their own business; one who is familiar with TPAs, ERISA, or possesses good people skills with a penchant for understanding ERISA compliance/regulation and accounting.
Seller will provide a smooth transition period as well as an opportunity to continue on as a consultant/advisor.
*Pre-approved for SBA bank loan financing.
Additional Notes: An NDA, Buyer Profile, and Proof of Funds/Financial Statement must be provided prior to releasing any confidential information on the business.
To get more information about this ERISA Plan Administrators Company business for sale in
Southern California please phone Lynn Colclough (Agent - BRE License #:02040378) at 949-257-7169 - if you get
voicemail please leave a detailed message - make sure you mention you
saw this posting/ad #260286 on BizBen.com. In addition to phoning
Lynn Colclough, make sure you email Lynn Colclough above to get more info about this
ERISA Plan Administrators Company, to ask any questions or request an appointment to see this
business for sale. Thank you.