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- RE: Established NorCal Captive Insurance Book
- Contact: Rick Carlson
- License #: 1820673
Quick Facts
| Asking Price: | $398,000 | |
| Annual Revenue: | $253,508 | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | $181,646 | |
| Total Debt: | Not Disclosed | |
| FF&E: | Not Disclosed | |
| Real Estate: | Not Disclosed | |
| Year Established: | 2021 | |
| Employees: | 2 | |
| BBN Listing #: | 949115 | |
| Broker Reference #: | 1252 INSURANCE |
Business Overview:
PRICE REDUCTION - FIRE SALE
This Company offers a diverse range of protections for its clients in Central California including Home, Business, Life, Auto, Workers Comp, and General Liability Insurance. “It’s time to join a fantastic Company that can insure & secure your family!” The owner's focus on community involvement—participating in local high schools, the Chamber of Commerce, and coaching local sports teams—has fostered a strong network and a healthy referral base. A recent remodel and prime location enhance the business's visibility and accessibility, attracting walk-in customers regularly.
NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
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Property Features and Assets:
Facilities: The business is located roadside with 750 SF including a main reception area with two desks for customers and two private offices. The lease is on an annual basis expiring in January of 2025. The business has been here for 3.5 years and the Seller pays $1,585 per month.
Market Competition and Expansion:
Competition: While a competitive market, there have been many changes in the insurance market that will soon create more opportunities as some carriers leave the market. Farmers Insurance remains in the market and working through a restructuring process with the Insurance Commissioner.
Growth & Expansion: The Seller recognizes a need for someone who is good at social media advertising and continued involved in the community to reach as many people as possible.
Reason for Selling:
The Seller is looking to go back to his roots in an unrelated industry.Additional Details:
- The property is Leased.
- The owner is willing to train/assist the new owner.
- This is not homebased business opportunity.
- This is not a franchise resale opportunity
Documents:
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