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Well Established & Respected West Yorkshire Insurance Brokerage

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Information

Turnover Information:

2018 – T/O £1.8m (Gross Profit: c£170,000)

2019 – T/O £1m (Gross Profit: c£120,000)

2020 – T/O £1.2m (Gross Profit: c£118,000)

2021 – T/O £1.4m (Gross Profit: c£300,000)

Historic Revenue Streams:

75% Life Insurance

15% Pensions (Non Longer Available)

10% Home/Small Commercial

Overview:

Well established and respected broker trading from leasehold premises in West Yorkshire. It is proposed that the business will enter a formal insolvency process in order to complete a sale due to the loss of a major customer/referrer.

Assets Available:

Trading Name

Goodwill

Domain Names

Telephone Number

Ongoing Renewal Information/Customer List/Book

Further Information:

For further information and to receive a non-disclosure agreement please contact Andy at BPI Asset Advisory [email protected].

Offers to be submitted by email by 4pm Friday 10 September 2021 with proof of funding. The sale will be completed swiftly upon acceptance of offers and as such any prospected purchaser must be able to complete the deal quickly.

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