Key Metrics
$20,000,000
Listing Highlights
- 95% client retention
- Strong employer group relationships
- Recurring commission model
- Insurance capital location
Lines of Business
Group HealthGroup Life401kDental & VisionVoluntary Benefits
Listing Broker
AF
Amanda Foster
OPTIS Partners
Quick Valuation Estimate
Based on the listing metrics and industry multiples
Conservative
$4,350,000
1.5x revenue
Mid-Range
$5,800,000
2.0x revenue
Premium
$7,250,000
2.5x revenue