Business For Sale

Multiple Location Standard / Non-Standard Auto

San Diego, CA
San Diego County

Asking Price: Annual Revenue:
$2,600,000 $1,450,000

Services: Financial, Accounting, Insurance

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RE: Multiple Location Standard / Non-Standard Auto Broker: Rick Carlson
License #: 01820673
Owner Financing is Available!
Available with the right offer.

Quick Facts

Asking Price: $2,600,000
Annual Revenue: $1,450,000
Net Profit: Not Disclosed
Cash Flow: $635,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2005
Employees: 10
BBN Listing #: 271627574
Broker Reference #: 792 Insurance

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Business Overview:

This dynamic agency with 2 locations utilizes a scalable marketing system to produce approximately 1000 policies per month. 13-year-old agency with a strong book of business, licensed in multiple states. 8 licensed producers with relatively low turnover. Paperless and technology driven, with heavy lead flow due to consistent and effective advertising. Most policies on EFT. Great quality control and good relationships with carriers. NDA required for first round due diligence package.

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Property Features and Assets:

Facilities: 2 offices located in retail centers - 1 in San Diego 1 in the Greater Phoenix area. Long term lease in place for San Diego office. Phoenix area office lease does expire in 2019, so it could stay open or be closed with this sale, depending on the Buyer’s ideal plan. A small number of clients come into each office to pay bills, but most business is done online, through email, and through text, so both offices are relocatable.

Market Competition and Expansion:

Competition: Plenty of competition in the standard and non-standard auto insurance space. This Company is very well positioned with advertising, online presence, and brand recognition. Rapid response to inquiries and a high level of customer service make this Company a strong player in the space. Growth & Expansion: This is an excellent roll-up opportunity for an existing agency that can take advantage of cross-sell opportunities. An owner-operator who wants to take over the agency as-is can sustainably grow by adding producers, potentially adding an additional marketing channel, and continuing to take excellent care of prospects and clients.

Reason for Selling:

Other Business Interests.

Additional Details:

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

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