Nationwide · $500K–$10M
Group health benefits agency sales & M&A
Confidential sell-side advisory for employee benefits agencies and books of business — renewing commissions, nationwide acquirers.
Why buyers pay a premium
Group health benefits is a recurring-revenue asset
Employee benefits agencies sit on renewing commission revenue with remarkable persistency — the kind of predictable, portable income national brokerages and PE-backed consolidators pay premium multiples to acquire. Because the value lives in the book, packaging retention and revenue quality correctly is everything.
What drives value
What buyers underwrite in group health benefits
These are the levers that move price. We package each one the way acquirers expect to see it.
- Client retention & persistencyRenewal rates and client tenure are the core of the valuation.
- Book quality & mixGroup size, industry mix, and carrier concentration shape risk.
- Recurring commissions & overridesContracted, renewing revenue versus one-time fees.
- Producer dependenceValue is higher when relationships aren't tied to one person.
Thinking about selling?
Start with a confidential valuation. You'll get a clear, no-obligation read on where your group health benefits business stands today.
Confidential
What's your group health benefits business worth?
Share a few details and we'll come back with a confidential, no-obligation read.