11,000+ PIF Preferred California Insurance Agency

Los Angeles, CA
Los Angeles County


Asking Price: Annual Revenue:
$15,000,000 $2,492,363

Services: Financial, Accounting, Insurance


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RE: 11,000+ PIF Preferred California Insurance Agency Broker: Rick Carlson
License #: 01820673
Owner Financing is Available!
If the price and deal structure is right.

Quick Facts

Asking Price: $15,000,000
Annual Revenue: $2,492,363
Net Profit: Not Disclosed
Cash Flow: $1,894,121
Total Debt: Not Disclosed
FF&E: $20,000
Real Estate: Not Disclosed
Year Established: 1994
Employees: 7
BBN Listing #: 404427574
Broker Reference #: 990 Insurance

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Business Overview:

11,000+ PIF Count Preferred California Insurance Agency – (Or Book Only!)

Once in a generation acquisition target for a PEG, MGA, insurance carrier level (to rewrite yourselves), or large insurance agency that is looking for a long term cash flow / ROI play. Retention rates in the 90’s, loss ratios in the 50’s across the entire book and all carriers. Heavily concentrated in one popular preferred carrier with a commission rate of 15%, primarily P&C personal auto, with about 15% home and 5% commercial.

There are two golden geese in this acquisition: 1) This is a cross sellers paradise. Here lies a pool of 10,000+ health insurance cases, life insurance cases, annuities/AUM type targets, additional commercial accounts/business owners, the sky is the limit. Assuming only 10% penetration you have an additional 1,000 customers ACROSS EACH DIVISION! Maybe more is possible, depends on the acquiring entity. 2) Seller is a master at operations management and extracts an industry best production and net income level on a per employee basis. Sprinkle some of that secret sauce into your organization, and consider how much more profitable would you be if you were running at ~$400k in revenue per staff member? That IP alone is worth the price, let alone the book of business, future commissions, and cross sale empire to secure.

NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

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Property Features and Assets:

Furniture, Fixtures, & Equipment (FF&E): Included in asking price Facilities: Multi-office acquisition target. Easy leases to absorb or get out of. Clients have been trained to be serviced and supported remotely, 99% direct bill, very few clients visit the subject locations to make payments. Ideal roll up or take over as-is per Buyer preference.

Market Competition and Expansion:

Competition: Insurance is a very competitive industry, but this Agency has weathered the various upturns and downturns due to its impressive size and retention metrics. Growth & Expansion: A cross selling paradise. Round this out for anot

Reason for Selling:

Liquidity event for Seller.

Additional Details:

  • The property is owned.
  • 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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