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Safety Risk Management Consultancy
A thirty-five-year-old California loss control consultancy retaining up to 95% of its clients each year, running remotely with almost no facility overhead.
Business Highlights
- Over thirty-five years of operation with annual client renewal rates as high as 95%
- Remote-capable operation with minimal facility overhead
- EBITDA margins have averaged above 30%
- Earnings have been consistent across recent years rather than variable
Considerations / Questions to Ask
- A 95% renewal rate over thirty-five years usually reflects personal relationships. How much transfers with the business?
- What certifications or professional credentials must the buyer hold to serve these clients?
- How concentrated is revenue among the largest insurance or carrier relationships?
- Who actually performs the consulting work, and is it only the owner?
- Are engagements contracted annually, or renewed informally?
Opportunities
- A remote-capable consultancy is not limited by geography and currently serves one region
- Renewal rates at this level make referral and partnership growth unusually cheap
- No real marketing has been applied to a thirty-five-year reputation
- Insurance brokers and carriers are a channel rather than individual clients