Business Overview:
Confidential Information Memorandum (CIM) available upon receipt of our short online NDA
In representation of a commercial transportation, transport and fleet auto insurance agency who have been able to take advantage of cross-selling personal lines with their long-standing client base. Greater than half of their commercial client base serving as personal line clients, they have as well been able to command a greater than standard broker fee fees thanks to very strong and lucrative wholesale and direct appointments (nearly 200) with the ability to place nearly any type of commercial or personal policy.
Very high foot traffic and opportunities for commuting passerby's, very competitive pricing, more than 150 appointments meaning they can almost always beat the competition in pricing allowing them to charge a heafty commission (broker fee) and their clients literally love them for it - as they're placing risk at a lower than competitively priced cost where this difference is nominal in the big picture.
Additionally, with a directed marketing effort and with their current structure and foundation, there are near limitless opportunities for growth and direction.
NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
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Property Features and Assets:
Facilities: CIM covers this.
Market Competition and Expansion:
Competition: Very few agencies that can offer similar value prop. to clients.
Growth & Expansion: Abundant growth opportunities, little to no marketing up to this point; literally sky is the limit.
Reason for Selling:
The Owner is considering other opportunities and p
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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