Issue link: http://deals.uberflip.com/i/1433150
INDEPENDENT INSURANCE AGENCY & TAX PREPARATION Located in CENTRAL US #64498 Sign NDA ► 2021 Revenue Est. $3,600,000 2021 EBITDA Est. $248,000 DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity's fees are paid by the seller. Luan K. Ly Managing Director - M&A Email: lly@generational.com Office: 972-232-1143 Generational Group 3400 N. Central Expressway, Ste. 100 Richardson, TX 75080 Fax: 214-764-1364 BUSINESS HIGHLIGHTS Available for acquisition is an independent insurance agency (80% of 2020 sales) and tax preparation service (20%) provider with various locations strategically across its targeted demographics. Insurance includes home, auto, general and commercial liability as well as boat/ RV/ATV insurance. The Company's tax preparation services is a complement to its insurance arm and differentiates itself by also offering notary services. The Company procures quick quotes from multiple, trusted insurance carriers and utilizes its industry expertise and training to save customers time and money. INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 COMPANY STATS Over 10 Yrs of Operations Over 2,500 Active Clients 15 Full-Time Employees INVESTMENT APPEAL • Mobile Operations – Management has set this business up in such a way that everything can be done over the phone. The Company also has mobile agents that go directly to clients and is in the process of setting up ability to accept cash payments outside of the store locations by allowing customers to head to certain retailers to pay its bills. This will greatly expand operations geographically as customers do not need to visit a physical branch once committed to a policy. • Agent Training/Coaching – The Company has developed many agent recruiting and customer engagement training with lessons on insurance and tax services to quickly bring new hires up to speed and helping customers. • Easy to Replicate Model – The Company has developed an efficient approach in its operations that can easily be replicated and has the track record to be operationally sound. GROWTH OPPORTUNITY Geographic Expansion Scalable Growth through Developed Training and Processes