Northern California Insurance Agency For Sale

Asking Price:600,000 Gross Income:352,411 Cash Flow:230,625
EBITDA: FF&E:5,000 Inventory:
Real Estate: Established:2013 Employees:2

Business Description

Up for grabs is a turnkey operation that is a phenomenal roll up opportunity for an agency that wants an additional satellite location or shut down the month to month office space and take over the seasoned portable client base and service it remotely. Top carriers include Mercury, Travelers (Direct), Progressive, Financial Indemnity, Anchor General, First American Specialty among others. We have a comprehensive book of business snapshot exported from Epic (AMS360/Applied/etc...) that includes every possible angle to look at this book of business that has in excess of 1,500+ policies in force. SEO campaigns are solidly placed and performing well for local insurance agency searches by the community, plus the prime location near the DMV keeps them busy year round should you want the location. NDA is required for snapshot on file with Ace Business Brokers, Inc.

Additional Features

Detailed Information

Real Estate:
Leased
Building SF:
1,200
Lease Expiration:
N/A
Employees:
2
Furniture, Fixtures, & Equipment (FF&E):
Included in asking price
Facilities:
1,200 square feet fully built out and ready for absorption (or dissolution).
Competition:
Strong competition but there’s some goodies that are included with this deal that separate this from your normal hybrid standard & non-standard acquisition target.
Growth & Expansion:
Seller’s agency has a vast referral network at the Buyer’s disposal that can be capitalized on post closing. Assuming you work the referral sources using the same model and revenue guidance from the Seller, this should generate between 3-7 new accounts per day on average.
Support & Training:
As needed.
Reason for Selling:
Other business interests.

Listing Inquiry