Premium Audit Insurance Services Provider

United States
Business Services; Financial
Client Code: BN000034631
Revenue (TTM): $5,291,746
EBITDA (TTM): $1,073,897

The company is a premium audit insurance services company providing nationwide hybrid, telephone, and mail audits, and physical audit services in select states. Also included in the sale is a proprietary premium audit software solutions provider for the property and casualty insurance industry.

Key Aspects
  • Long-tenured management team
  • Reputation for quality, integrity, honesty, and customer service
  • Custom technology with data integration
  • More than thirty years of service 
  • Approximately 96% repeat business
Opportunities
  • Expand physical audit services into additional territories
  • License proprietary premium audit software as a software as a service (SAAS) 
  • Launch the company’s online mail audit solution that is currently in development
Headquartered
  • United States
Current Markets
  • Property & casualty (P&C) insurance companies, managing general agents (MGAs), third party administrators (TPAs), insurance captives, self-insured funds, and other alternative groups.
Real Estate
  • The company owns its two 3,580 sq. ft. operating facilities. There is room to grow in the current location. The owners are open to selling the buildings with the company.