April Buying Opportunities

In the April edition of Insurance Agent and Broker Buying Opportunities provided to our subscription clients, we have more than a dozen confidential listings reaching from Central Florida to California. We work to provide our clients with these highly confidential “Pocket Listings” on a regular basis. A brief summary for two of the 10 “Pocket Listings” from this month are listed below.

In addition, a new feature this month is information on Shell companies. A STG client had shown interest in this type of opportunity, and through our investigation we have uncovered a few strong sources.

Shop B: Central Florida — P&C independent agency. Asking $1.3M / Revenue $438K Standard markets in a predominantly homeowner’s book in Orlando.

Shop H: Central California — Employee Benefits. Asking $575K / Revenue $226K. This business is a perfect acquisition for growing an existing agency with this strong book of small group health insurance. Agency represents all major health carriers with strong internet presence.

We communicate regularly with our network of more than 3,600 business intermediaries, which has grown considerably over the last few months. We also access our network of consultants, attorneys, CPAs, bankers, DOIs and private equity to provide you with insight into selected new opportunities.

Being associated with STG provides you access the strongest array of financial tools and services available to support you with acquisition, perpetuation and operational needs in any part of the U.S. For additional information on services and opportunities, please call our office at 972.395.8811.

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