Equis Financial Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Equis Financial

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Equis Financial Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	52421 Insurance Agencies & Brokers
Address	83 S Tunnel Road Ste A9 Asheville, NC 28805

Note: Revenues for privately held companies are statistical evaluations.


Equis Financial's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Equis Financial's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Equis Financial is classified as operating in the Insurance Agencies & Brokers industry, NAICS Code 52421.

Equis Financial Annual Revenue and Growth Rate

Equis Financial	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Equis Financial's revenues are gauged from an analysis of company filings.

Equis Financial's Income Statement (based on Industry Averages)

Equis Financial P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Equis Financial is developing and marketing. Equis Financial doesn't have any recent trademark applications, indicating Equis Financial is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
AGENT HEALTH SCORE Education services, namely, providing classes, seminars, workshops, mentoring, and coaching in the field of insurance; providing professional business development coaching services to insurance agents and producers in the field of insurance; business education and training services, namely, conducting classes, seminars, conferences and workshops in the field of insurance; providing training classes, seminars, workshops, mentoring, and coaching in the field of sales and business operations on how to market to clients through direct mail lead and warm market marketing programs; providing training for independent insurance producers and agents engaged in direct sales of insurance products, namely, training classes, seminars, workshops, mentoring, and coaching in how to structure and operate a successful insurance agency	10/25/2019
THE AGENT'S COMPANY education services, namely, providing classes, seminars, workshops, mentoring, and coaching in the field of insurance; providing professional business development coaching services to insurance agents and producers in the field of insurance; business education and training services, namely, conducting classes, seminars, conferences and workshops in the field of insurance	05/17/2019
EQUIS FINANCIAL education services, namely, providing classes, seminars, workshops, mentoring, and coaching in the field of insurance; providing professional business development coaching services to insurance agents and producers in the field of insurance; business education and training services, namely, conducting classes, seminars, conferences and workshops in the field of insurance; training services in the fields of sales, business operations, and marketing to clients through direct mail lead and warm market marketing programs; training services for independent insurance producers and agents engaged in direct sales of insurance products in the field of how to structure and operate a successful insurance agency	01/23/2017

See all trademarks and details in the Full Report.

Market Share of Equis Financial's Largest Competitors

A competitive analysis shows these companies are in the same general field as Equis Financial, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
SAGEWELL HEALTHCARE BENEFITS TRUST	Pittsburgh, PA	100
LOS ANGELES CITY EMPLOYEES ASSN.	Los Angeles, CA	10
SEQUOIA ONE PEO	Tempe, AZ	5
ARTHUR J. GALLAGHER	Itasca, IL	4
MARSH & MCLENNAN COMPANIES	New York, NY	4
WILLIS NORTH AMERICA	Nashville, TN	3
IOWA BANKERS MORTGAGE	Johnston, IA	3
LOCKTON	Kansas City, MO	2
HUB INTERNATIONAL LIMITED	Chicago, IL	2

Nearby Competitors

These companies are similar in business line and location to Equis Financial. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
MCKINNEY INSURANCE SERVICES	Asheville, NC	100
INSURANCE SERVICE OF ASHEVILLE	Asheville, NC	77
CRESCENT HEALTH SOLUTIONS	Asheville, NC	56
HIGHLAND TITLE	Asheville, NC	34
SANDOVAL INSURANCE & FINANCIAL SERVICES	Asheville, NC	32
EQUIS FINANCIAL	Asheville, NC	19

Future Competition: Equis Financial's Fastest Growing Competitors

These companies are in the same general field as Equis Financial and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)