Wednesday, June 7, 2017

Company Acquisition Opportunity - Indexed Universal Life Marketing & Presentation Software for Insurance Agents and Financial Advisors

2016 Revenue: $514 K  2017 Proj Revenue: $850 K

 MidMarket Capital, a Mergers and Acquisitions Firm, is representing the Client described below for sale:

Growing Market for the Company’s Services: Main product is an illustration software for Indexed Universal Life. IUL’s emerging popularity with insurance agents and financial advisors, along with retirement savings wealth trends in general, support strong momentum for Company's market opportunity.

Proprietary Financial Product Development:  Company  occupies a very unique viewpoint in the retirement savings industry, has hundreds of agent and carrier contacts, and understands the underlying actuarial and marketing aspects of insurance-oriented savings products. All materials and product names are copyrighted.

Track Record/Proven Product Acceptance: Company has increased its year-over-year sales to one of the largest IMOs in the industry since inception, and now has other IMOs participating, as well as other market participants interested. Great growth potential with expanded marketing resources.

Click Here to eSign the Confidentiality Agreement for Client # 61151

Dave Kauppi is a Merger and Acquisition Advisor and President of MidMarket Capital, providing business broker and investment banking services to owners in the sale of information technology, software, and other technology based companies. Dave is also the editor of the Exit Strategist Newsletter and author of the Book Selling your Software Company - An Insider's Guide to Achieving Strategic Value

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