Helping employee benefit
brokers sell their business for more
The market pays a premium for size. We merge multiple brokerages into one, supercharging your exit multiple, getting you the best price and terms possible.
Why it workS
Scale Triggers Premium Offers
The best way to increase your exit value is to scale your revenue
Buyers Pay
1×–2× Revenue for a $500K Brokerage
VS
3×–4× Revenue for a $5M Brokerage
What to expect
What you can expect
From the moment you connect with us, we’re committed to maximizing the exit value of your brokerage
3× – 3.5× Revenue
Typical exit multiple with CBS
2× – 3×
More cash in your pocket vs. selling solo after taxes and fees
Better Terms
Access top tier buyers that only talk to brokerages over $5M
We Build Connected Experiences
How it works
CBS is structured as an SPV
What’s a SPV?
An SPV is a separate legal entity that is setup to pool multiple brokerages into one vehicle so collectively they can command a higher valuation.
Schedule My Strategy Call
Our Advisory Team
Guided by brokers who wish Collective Benefit Solutions existed when they sold.
Jane Smith
ex-PE Partner
Jane offers key insights into deal structuring from his years as a private equity partner.
Bob Lee
Former Brokerage Founder
Former broker who now helps sellers navigate the full exit journey.
John Doe
M&A Advisor
Karen has led 50+ employee benefit deals, specializing in diligence and buyer targeting.
Schedule a call to learn more now!
Schedule a no-pressure call with our team to get tailored insights, expert advice, and answers to all your questions.
