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Financial Distributors Businesses for Sale and Investment Opportunities in North America

Showing 1 - 6 of 6 Financial Distributors Businesses for Sale and Investment Opportunities in North America. Buy or Invest in a Financial Distributor, Insurance Agency, Debt Collection Agency, Mutual Fund Agent, Payment Service or a Stock Advisory Business.

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Insurance Agency Seeking Loan in Valrico, United States

Company specializing in offering diverse insurance and financial planning services, seeking investment for expansion.
- Company specializing in providing comprehensive insurance services, financial planning, retirement income strategies, and tax minimization strategies. - Has a diverse client base including main street clients, high net worth clients, ultra-high net worth clients, government entities, and clients in the sports and entertainment industry. - Partnered with top carriers in the insurance and financial industries in order to offer the most effective products and the best solutions for the clients. - Revenue model is by sale of various insurance policies and charging on a per service basis for other financial advisory services. - The company is now planning to venture into real estate development by acquiring commercial real estate projects in the hospitality sector, aiming to generate additional revenue through renting out these establishments, thereby diversifying its revenue streams. - Financial projections indicate an expected break-even period within 3 to 7 years, with a predicted minimum return on investment of 15% to 20% or more by the conclusion of the financing period. - The company is currently seeking a $100 million USD loan or funding opportunity to support its real estate development plans, business expansion, and working capital requirements, with the intention of securing funding from global investors and lenders. - The company holds active licenses from the Florida Department of Financial Services and is authorized to operate in the insurance and financial services sectors in Georgia, California, and Arkansas. - In addition to 38 permanent employees, there are additionally 4 part-time employees. - The promoter has 25 years of professional expertise in the insurance, financial, and business industries.
6.8   Valrico
Run Rate Sales
USD 12.5 million
EBITDA Margin
40 %
Business Loan
USD 100 Mn at 10%
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Insurance Agency Investment Opportunity in Timonium, United States

Insurance providers helping Americans secure medicare advantage coverage at no cost seeks investment.
- The company generated USD 7,746,000 last year and pacing USD 27,725,119 this year, and currently, we are generating USD 200k on a monthly basis from policy renewals. There has been a significant increase in the revenue since there is an increase in the policy users. - We plan to use SGB as a flagship vehicle to roll up other brokers and organically scale our existing business. Our growth strategy is an easy math formula. - We are FMOs who are typically top-level organizations that are licensed to sell health insurance products in most if not all, states. - We work with multiple agents and multiple big-name and small-name carriers all across the U. S. Almost all of an FMO’s contracts are direct with carriers, and FMOs are usually able to offer agents contracts that provide higher than street-level commissions. - We have tied up with 6 agencies who market the products. - Every time we sell a policy we generate a sale of USD 500. Also, generate revenue from the re-occurring payment from the user. - Our founders helped grow a prior agency from 8 to 60 agents in just 3 years and exited at USD 40M. - Majority of the revenue is generated by the sale of health insurance.
Insurance providers helping Americans secure medicare advantage coverage at no cost seeks investment.
8.6   Timonium
Run Rate Sales
USD 26 million
EBITDA Margin
20 - 30 %
Financial Investment
USD 5 Mn for 5%
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Payment Services Business Investment Opportunity in El Pajonal, Guatemala

Startup company developing payment station for mobile prepaid payments, cash remittance and public service payments.
We are newly started company that has developed a prototype for a payment station. This payment station can be used for mobile prepaid payments, remittance transfers, public service payments and public transport payments. The kiosks can be sold to retail outlets and corporate clients looking to provide these services to their clients and employees. Our first prototype is currently in an ideal location and the number of live transactions are being tracked. We have 3 configurations for these payment stations with advanced extra configurations, full configurations and basic configurations respectively. The payment station accepts both cash and card transactions.
Startup company developing payment station for mobile prepaid payments, cash remittance and public service payments.
7.0   El Pajonal
Run Rate Sales
Nil
EBITDA Margin
Nil
Financial Investment
USD 350 K for 35%
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Payment Services Company Investment Opportunity in Kansas City, United States

Company provides customized instant payment solutions through a channel of card processors, ISV and VAR.
Recently made public as a member of the Federal Reserve's Request for Payment Work Group to develop industry considerations for a uniform end-user experience relating to the Reserve's payment capabilities made available by the FedNow Service. will assist in formalizing any additional procedures or requirements that might be beneficial in promoting the industry's widespread adoption of Reserve's payment functionality.
8.4   Kansas City
Run Rate Sales
USD 42 thousand
EBITDA Margin
16 %
Financial Investment
USD 350 K for 20%
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Insurance Agency Seeking Loan in Bend, United States

Insurance agency in Oregon handling more than 1,000 clients under home, auto and business insurance.
- Insurance agency operating for more than 6 years. - We offer risk management strategies, policy renewals, and claim tracking services to clients. - We are active in Oregon and Washington but 90% of our clients are from Oregon. - Handling more than 1,000 clients under the home, auto and business insurance. - Our clients are direct individual end-users. - We purchase running policies from insurance agents who are retiring and we continue that insurance. - Revenue is generated from the insurance policy commissions. - Promoter is in this field for more than 20 years and has in-depth experience. - Physical assets include computers, laptops and furniture.
6.0   Bend
Run Rate Sales
USD 312 thousand
EBITDA Margin
40 %
Business Loan
USD 250 K at 10%
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Debt Collection Agency for Sale in Mineola, United States

For Sale: One of largest judgment recovery business catering to 100 clients in east Texas.
- Already has USD 1.6 million in outstanding judgments. - Currently catering to around 100 clients from banking and other service-based industries. - We generate revenue by charging a commission of 25-30%. - Developed defendant targeting and recovery process. - The company is not required to be registered under the financial regulator of the country since it is just a debt collection agency and does not provide any financial services like loans.
5.7   Mineola
Run Rate Sales
USD 42 thousand
EBITDA Margin
32 %
Business for Sale
USD 175 K
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  • How many financial distributors businesses for sale and investment opportunities in North America are listed on SMERGERS?
    There are 6 active and verified financial distributors businesses for sale and investment opportunities in North America listed on SMERGERS as of 28 March 2024.
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