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.
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Our Advisory Team
Guided by brokers who wish Collective Benefit Solutions existed when they sold.
Joe Mock
Joe Mock spent 38 years in group health insurance, including roles at CIGNA, a national broker, and a regional TPA, before founding On Target Insurance Services in Austin. After building a multistate client portfolio, he sold the agency to AssuredPartners in 2022. Joe values CBS for aligning seller economics with culture and simplifying a complex sale process.
Tom Aslesen
With decades in employee benefits, Tom Aslesen built Aslesen Benefit Resources, merged it to form Accord Benefit Resources, and grew it to over 100 clients before selling to Arthur J. Gallagher in 2016. Having navigated both growth and acquisition, Tom is drawn to CBS’s commitment to fair valuations and flexible options for independent benefit agencies.
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.
