$251K EBITDA Medicare Agency in Eugene

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. Detailed Information Facilities: The nice, 1,700 square-foot office in a desirable part of town is leased through October###-###-#### Subletting options for the furnished three-office space, which includes a waiting and conference room, are available. The rent is $2,200 per month. But optional. Growth & Expansion: Continue current successful marketing campaigns. Increase grassroots marketing and increase community and events presence. Financing: Dependent on competitive terms and short-term conditions. Support & Training: To ensure a smooth transition and ongoing success, the Seller will work with the Buyer for up to a month. The Seller will entertain offers to remain in a producer’s role on a part-time basis. Reason for Selling: The Seller is ready to retire.