The company is a private healthcare brokerage providing advice and expertise to individuals, families and small-to-medium-sized businesses.
In addition, the company has a training division that recruits, trains and motivates new brokers into the industry. An initial fee of £20,000, plus 20% of future revenues is charged.
With an impressive client list and huge potential for growth, the company would be an ideal acquisition for a synergistic operator looking to expand their existing portfolio and take the business to the next level.
The shareholder is offering the business for full or partial sale to facilitate its growth under new ownership, advising that he wishes to remain within the business and work with a buyer post-sale. Offers invited.
Key highlights
Sells private healthcare insurance packages to private individuals and corporate clients, partnering with leading providers such as Aviva, Vitality and AXA.
Provides training for sales personnel seeking to sell private medical insurance policies, with a proven success rate.
Caters to circa 900 clients, circa 90% of which are medium-to-high-net-worth private individuals, with the remainder being corporate organisations.
Circa 95% of clients provide regular repeat business, with some relationships spanning 20 years.
The training division could be expanded to generate additional revenue from the private healthcare sector or adapted for similar sectors.
A relocatable opportunity.
Financial Highlights
Draft trade turnover of £499k for YE25, with an adjusted EBITDA of £315k.
Draft trade turnover of £523k for YE26, with an adjusted EBITDA of £446k.
