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Health & Wellness Company Serving Employees

Strong client loyalty - 100% Renewal Rate in 2020!



  • Price

  • Revenue

  • Cash Flow

  • Service Area
    Nationwide, with some International work

  • Profit Margin

  • Reason for Sale
    Company has huge growth potential; owner would like to be part of helping it grow or move onto a new (non-compete) venture


This health and wellness company serves employers across various industries, and boasts strong client loyalty – with a 100% renewal rate in 2020! The company provides health and wellness programs which includes numerous health-related assessments complete with personal and aggregate reporting, algorithms for scoring, scientific documents, historical documents, behavior change tools, consulting tools, and consulting templates. The company also has extremely low overhead due to not requiring a commercial office space. The intangible asset of its long-term relationships with clients can’t be understated, providing a stable base for future growth.
The company works directly with employers, as well as through vendors (other companies who have similar services) and insurance brokers who are working with organizations on benefits packages. The owner handles some sales, as well as client relations and general oversight of company operations. There is 1 full-time W2 employee who runs the day-to-day operations of the business; the rest of the staff is subcontracted out. This includes a full-service IT team, along with a graphic designer, a bookkeeper, an accountant, a salesperson, and other subs as needed.
Most clients have a one-year contract, and a large portion are recurring, with 100% of 2020 clients signing a renewal. Monthly fees bring in recurring monthly revenue, averaging between $20k-$35k per month.  The company also has 5 different resellers, who act as passive sellers of the products. The proprietary platform is set up for this – an organization can purchase the assessments and then market/resell the assessments on their behalf. The business has had 75+ companies on their platform over the years – many of these came from their resellers. Increasing the number of resellers would be a huge opportunity for revenue growth.
Priced at $490,000, a 10% down payment of $49,000 returns $118,046 in the first year after debt payments – a 241% return on investment. With their sizable database already in place, along with the technology platform & scientific foundation, a new owner could take this company to the next level. This would be an excellent strategic partnership opportunity for an existing health & wellness company!



Business Highlights

Year Established: 2005

Service Area: Nationwide, with some International work

Services: Health and wellness technology platform – assessments, behavior change, and program evaluation services and consulting

Clients: Employers from businesses across a variety of industries (8-15 at a time on average), plus several companies who resell the products to their own clients

Lease: No commercial office space

Reason for Selling: Company has huge growth potential; owner would like to be part of helping it grow or move onto a new (non-compete) venture

Personnel: 2 FT W2 employees: 1 Owner + 1 VP of Operations; Subcontractors: Graphic Design, Bookkeeper, Accountant, IT team, Sales

Seller Training Period: Owner is willing to stay on board indefinitely to be part of growing the company; open to discussion on transition period

Growth Opportunities: Increase resellers to expand revenue, create new tools, expand national/international client base

Current Owners’ Responsibilities: Sales, client relations, general oversight of company operations

Cash Flow Analysis

Description of Financial StatementP&L StatementTax ReturnTax ReturnNotes
GROSS SALES$334,557$475,790$440,710
Net Income Shown on Financial Statement$447$141,583$90,067
Compensation to Owner$50,000$51,974$48,838
11% Tax on total W2 Salaries$5,500$5,717$5,372
Employee Benefit$8,400$8,400$8,400Owner & wife health insurance
Auto$1,102$3,843$3,363Repairs & registration
Rent$26,000$22,000$24,000Paid to owner
TOTAL ADDBACKS$110,979$110,323$123,930
Seller's Cash Flow = Total Addbacks + Net Income$111,426$251,906$213,997
Profit Margin33.31 %52.94 %48.56 %
  • Profit Margin: 29%

Financial Highlights

  • List Price: $490,000


Funding Example

Purchase Price:



Bank Loan Needed: $


Funding Details


Offer Price: $

% Buyer Cash Down at Closing: $

% Seller Carry Back via Promissory Note: $

year term at a rate of %

% of Purchase Price secured by Buyer and Seller

Total Bank Loan Need: $

% of Purchase Price

Desired Loan Type:

Desired Bank Terms: year term at a rate of %

Total Business Assets, Inventory, and A/R: $

Total Undercollateralized Loan: $

Loan Payments

Monthly Payment to Bank: $
Yearly Payment to Bank: $
Monthly Payment to Seller: $
Yearly Payment to Seller: $
Total Monthly Debt Service: $
Total Yearly Debt Service: $


Fixed Charge Coverage Ratio

The bank will require a minimum ratio of 1.5 to be lendable.

Cash Flow:
2019-2021 Average Cash Flow
Annual Debt Service: $

Buyer's Net Operating Income (NOI)

The amount of money the Buyer will retain as profit.

Cash Flow:
2019-2021 Average Cash Flow
Annual Debt Service: -$

Buyer's Return on Investment (ROI)

The rate of return on the Buyer's down payment.

Down Payment: $
ROI: %


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210 N 78th St. 2nd Floor
Omaha, NE 68114

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The Firm makes no warranties or representation in consideration to the information provided above. All communication regarding this business must occur directly with The Firm Advisors, LLC. The Firm is not a real estate brokerage and does not sell real estate. The Firm solely advises on exit strategy.