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  • RE:  Insurance & Financial Agency Gaining Interest
  • Contact:  Brian Adolph

Quick Facts

Asking Price: $400,000
Annual Revenue: $256,179
Net Profit: Not Disclosed
Cash Flow: $111,451
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2017
Employees: 2
BBN Listing #: 844263924
Broker Reference #: 022822-905742

Email or Print Listing

Business Overview:

Financial and Protection Advisor Agency

Unlock the potential of this independently owned and operated insurance agency, backed by an iconic and prestigious brand. This agency combines the best of both worlds: the local expertise and personalized service of independent agents, coupled with the resources and trusted reputation of a company with an over $25 billion brand value - one of the largest insurance companies in the United States.

As an independent agency, you'll have the freedom to make your own business decisions and tailor your services to cater to the unique needs of the local community. This established insurance agency opportunity offers a winning formula that combines a trusted brand and ample resources, empowering you to provide customers with insurance and financial solutions that perfectly match their specific requirements.

With a solid foundation, this six-year-old agency in NE Ohio boasts an impressive portfolio of 1,800 policies in force, maintaining a remarkable 80% retention rate. Such achievements firmly position this agency as a respected player in the marketplace. As an exclusive agent, you'll benefit from being seen as your customers' trusted advisor - a distinction that sets you apart in an era where many companies are shifting towards impersonal call center models, depriving customers of the invaluable agent-client relationship.

The growth potential of this agency is enormous, spanning personal and commercial lines, as well as life and financial products. With countless households in the area still open to cross-selling opportunities, you can tap into an untapped market and take this business to new heights.

Don't miss out on this exceptional opportunity to take advantage of such a reputable brand, local expertise, and a strong market position that can drive growth and build lasting customer relationships for generations to come.

To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button and when you are done searching and have made all your selections, simply click on the REQUEST INFO button at the bottom of the page.

Market Competition and Expansion:

There is enormous growth opportunity both in personal and commercial as well as life and financial products. Many households still have the ability to be cross sold.

Reason for Selling:

To better focus on other channels of opportunity.

Additional Details:

  • The property is Leased.
  • The owner is willing to train/assist the new owner.
  • This is a homebased business opportunity.
  • This is not a franchise resale opportunity

Documents:

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