Financial ServicesVerified Seller
Medicare Insurance Agency in Portland, OR - $1.14M - 900 Clients, $285K Cash Flow
Portland, Oregon
Asking Price$1,140,000
Annual Revenue$332,000
EBITDA / Cash FlowUpon Request
Executive Overview
Discover a thriving Medicare insurance business with 900 clients, offering an exceptional opportunity for growth. Based in Portland, OR, and available for $1,140,000, this business boasts a strong cash flow of $285,000 and a reputation built over 14 years.
Key Investment Highlights
- •Remote operation with clients in Central Oregon and Western states
- •Established relationships with reliable industry carriers
- •Projected revenue increase in 2025 to $332,000
- •Technologically advanced with tools like Calendly, Zoom, and Radiusbob CRM
- •Potential for further growth through cross-selling
Founded in 2011, this business has capitalized on a burgeoning senior insurance market, driven by an aging population, with 300,000 baby boomers becoming Medicare eligible each month. The seller has cultivated strong partnerships with industry leaders such as Pacific Source and Providence, known for their agent-friendly policies, financial stability, and superior customer service.
This Utah-based operation has embraced a fully remote model, servicing over 900 policies. The business's success is attributed to the seller's in-depth industry knowledge, client trust, and responsiveness, alongside the adoption of advanced technological solutions to streamline operations.