GlobalGreen logo

GlobalGreen Franchise

Audited Financials
Financial ServicesEst. 2007Chesterfield, MO
www.ggiausa.com
Financing Available

Risk Score

Pending analysis

Investment Range

$32,600 - $70,000

Franchise Fee

$5,000

Total US Locations

156

Business Summary

GlobalGreen Insurance Agency operates a business specializing in the sale of various forms of insurance. This includes property, casualty, life, health, dental, disability, long-term care, supplemental benefits, and 401(k) insurance. The agency operates under a specific system and uses recognized trademarks, targeting the general public for personal and business insurance needs.

Corporate History

Equity One Franchisors, LLC, operating as GlobalGreen Insurance Agency, was formed as a Missouri limited liability company in May 2007. The company began offering franchises in October 2007 and later offered licenses starting in 2014. GlobalGreen Insurance Agency itself does not directly operate the same type of insurance agency business as its franchisees. However, its affiliate, Equity One Insurance Agency, L.L.C., has been operating an insurance agency under the same system and marks since 2005.

Financial Overview

Investment Range

$32,600 - $70,000

Franchise Fee (Low)

$5,000

Franchise Fee (High)

$10,000

Royalty %

15%

Equipment Costs (Low)

$2,900

Equipment Costs (High)

$11,000

Working Capital

$17,500

Audited Financials

Yes

Offers Financing

Yes

Audit Opinion

Unqualified opinion

Financial Health Notes

Equity One Franchisors, LLC maintains a strong financial position with substantial working capital and consistent net income. The company's cash and cash equivalents are healthy, and its auditors have not expressed any concerns regarding its ability to continue operations. For example, in 2024, Equity One Franchisors, LLC reported over $4.2 million in working capital.

Financing Details

GlobalGreen Insurance Agency offers limited direct financing for a portion of the initial franchise fee. Franchisees may pay a down payment of at least 50% when signing the Franchise Agreement, with the remaining balance due within 90 days. No interest or finance charges apply, but late payments will incur interest at a rate of 1.5% per month or the maximum legal rate allowed. Additionally, GlobalGreen Insurance Agency has arranged for third-party financing through Imperial PFS Corporation (IPFS) to cover 75% of the annual premium for errors and omissions insurance. Franchisees opting for this must make a 25% down payment. For the 2023-2024 policy year, IPFS charged an annual interest rate of 16.6%, with repayment scheduled over nine monthly installments. GlobalGreen Insurance Agency does not receive compensation for this third-party financing arrangement and does not offer other direct or indirect financing.

Performance Metrics

Total US Locations

156

Franchised Units

155

Corporate Units

1

Avg Square Footage

1,000

Franchising Since

2007

Agreement Terms

Initial Term

10 years

Renewal Term

10 years

Renewal Conditions

To renew their franchise, GlobalGreen Insurance Agency franchisees must provide notice as required by the Franchise Agreement, sign a new agreement (which may have different terms), be approved by at least four of the Providers they work with, remodel their agency to meet current brand standards, pay a renewal fee up to 50% of the then-current Initial Franchise Fee, and sign a general release if permitted by law. GlobalGreen Insurance Agency may refuse renewal if a franchisee has defaulted more than twice during the initial or any renewal term, even if the default was subsequently corrected.

Training & Support Program

Franchisor Assistance

Before opening, GlobalGreen Insurance Agency assists franchisees with site selection and review of layout and design specifications. It provides an initial training program, enables participation in Business Owners Policy (BOP) and Errors and Omissions (E&O) insurance programs, grants access to its Agency Software, and loans a Confidential Operations Manual. During operation, GlobalGreen Insurance Agency offers additional guidance and assistance upon request (for a reasonable fee), provides access to approved insurance Providers, and administers and allocates collected revenues. Franchisees also receive access to the Agency Software and may receive a pro rata share from the Bonus Program, contingent on performance.

Initial Training Hours

493

Training Location

Hybrid (virtual and in-person in St. Louis County, MO and franchisee's agency location)

Ongoing Support

GlobalGreen Insurance Agency provides continuing advisory assistance in operating the agency, for which it may charge a reasonable fee. It also offers optional refresher training programs, which may become mandatory in the future and could incur reasonable fees. Franchisees or their Principal Owners may be required to attend one annual franchisee meeting, lasting no more than three days, at a location chosen by GlobalGreen Insurance Agency, with the franchisee covering associated expenses.

Franchise Requirements

Ideal Candidate Profile

GlobalGreen Insurance Agency seeks a Principal Owner who is licensed to sell insurance and is personally responsible for the day-to-day management of the agency, using their best efforts. While GlobalGreen Insurance Agency may, in its sole discretion, allow a qualified manager to operate the daily affairs, the Principal Owner must remain actively involved in the operations and management. All supervisory and licensed personnel, including the designated manager, must sign a confidentiality and non-solicitation agreement.

Industry Experience Required

Yes

Management Experience Required

Yes

Sales Experience Required

No

Technical Skills Required

No

Operational Details

Location Type

Hybrid

Owner Participation

Hands-On

Territory Type

Non-Exclusive