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TPA4SALE

Selling your book of business

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I own a small (< $200K annual), non-producing TPA firm that only has DC plans in its inventory. After over 20 years in the business I am certain of a career change in the next year.

I have a couple of potential local buyers who I am gauging interest in and it will include a potential package sale with my employee involved.

I am interested in knowing others(buyers/sellers) experience with such transactions. How was the sale structured e.g. 25% of plan revenue over 4 years? 50% over 2?

Thanks in advance for any info.

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Hi TPA4SALE,

I was curious to see how the transaction played out between you and the buyer? If it's not confidential and you were willing to share, I'd appreciate the insight.

Thanks,

Eric

 

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