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- RE: Surplus Lines Insurance Agency For Sale
- Contact: Rick Carlson
- License #: 01820673
Quick Facts
| Asking Price: | $1,275,000 | |
| Annual Revenue: | $451,131 | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | $228,701 | |
| Total Debt: | Not Disclosed | |
| FF&E: | Not Disclosed | |
| Real Estate: | Not Disclosed | |
| Year Established: | 1966 | |
| Employees: | 2 | |
| BBN Listing #: | 985583 | |
| Broker Reference #: | 1353 INSURANCE |
Business Overview:
This Agency presents an exceptional acquisition opportunity for a buyer seeking to expand in the niche market of Surplus Lines with a well-established foundation. Founded in the mid-1960's, the Agency has built a stellar reputation for serving an educated and licensed group of specialized professionals that continues to expand and grow and whose services will remain a perpetual need. Its tailored insurance program, exclusive agreements with wholesalers, and direct carrier appointments provide a competitive edge in the industry. With recurring client business, stable revenue trends ranging between $400,000 and $500,000, and minimal claims even during challenging market conditions, the Agency offers a unique blend of reliability and growth potential. The Seller’s willingness to sign a non-compete agreement and assist with a smooth transition adds further value, making this a rare and attractive investment opportunity.
NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
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Property Features and Assets:
There are no facilities associated with this Agency.
Market Competition and Expansion:
Competition: There is a lot of competition in the Insurance industry. This is an excellent opportunity for growth through acquisition.
Growth & Expansion: The Agency has significant growth potential, particularly in California, where additional markets, including past clients, can be tapped into. Additionally, the Agency is already recognized in a few other states, providing a foundation for expansion. With the right investment of time and effort, such as being a participant at client events, this specialized program has the potential to scale nationally, unlocking new opportunities and revenue streams.
Reason for Selling:
The Seller is ready to retire.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:
Relevant Links:
- View more California businesses for sale
- View more Businesses For Sale in the same industry
- Sell a business online
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