Family Run Independent Agency w/ Top Tier Carriers

Beverly Hills, CA
Los Angeles County


Asking Price: Annual Revenue:
$300,000 $263,644

Services: Financial, Accounting, Insurance


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RE: Family Run Independent Agency w/ Top Tier Carriers Broker: Rick Carlson
License #: 01820673
Owner Financing is Available!
TBD if the deal structure and terms are acceptable.

Quick Facts

Asking Price: $300,000
Annual Revenue: $263,644
Net Profit: Not Disclosed
Cash Flow: $154,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2000
Employees: 2
BBN Listing #: 699427574
Broker Reference #: 1094 Insurance

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Business Overview:

The family-owned and operated agency went independent a couple of years ago and has been increasing commissions ever since. The books have 450 policies in force – approximately 70% personal lines and 30% commercial. About 75 preferred businesses, with 15 surplus lines and 10 standard/substandard.

The agency has clean books and records using a reliable client “Agency Master” management system and DocuSign. Carriers include Nationwide, Foremost, Infinity, Travelers, Safeco, Hartford among others.

As an independent agency, the agents work with more than 50 appointments including many top carriers. Buyers will need to have an appointment with or be approved by the primary carrier.

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

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Property Features and Assets:

Excellent location with low rent for the area should a Buyer need or want to operate a location.

Market Competition and Expansion:

Competition: Is always a factor in insurance, but stable client base and referrals from local real estate agents and other professionals help. After 20 years, they have a good reputation and good referrals. Growth & Expansion: Hiring another producer and reaching out to additional real estate companies/agents and the area’s many high-end car dealers. There are many cross-sales opportunities unexplored.

Reason for Selling:

Retirement.

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.

Relevant Links:

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