Business For Sale

Homeowners & Preferred Insurance Agency Book Reaps

Irvine, CA
Orange County


Asking Price: Annual Revenue:
$1,050,000 Not Disclosed

Services: Financial, Accounting, Insurance


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RE: Homeowners & Preferred Insurance Agency Book Reaps Broker: Rick Carlson
License #: 01820673
Owner Financing is Available!
If the price and deal structure is right.

Quick Facts

Asking Price: $1,050,000
Annual Revenue: Not Disclosed
Net Profit: Not Disclosed
Cash Flow: Not Disclosed
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2010
Employees: 2
BBN Listing #: 939727574
Broker Reference #: 801 Insurance

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Business Overview:

Independent homeowner's agency for sale – this will go quick! Excellent book with very strong retention. With over 1,700 policies in force with 54% Homeowners and 46% Preferred Personal Lines and 90%+ retention every month. 75% of book has been with agency for 5-15 years! Home and personal total premium is $2.224MM. Company works with 34 premium carriers with Mercury covering 37% of policies. Overhead can be reduced as the agency currently has three employees but can be run with one. Perfect opportunity for an established agency to add grow inventory of homeowner policies to their book of business. NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

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Property Features and Assets:

Facilities: To achieve quoted net income, would have to be a "roll-up" into an existing agency that absorbed all costs other than salaries for a senior account manager. Full recast available in the CIM after we secure the Buyer's NDA. Support & Training: 2 weeks, 20 hours per week. This is a renewal book that's on auto-pilot.

Market Competition and Expansion:

Competition: Full Service agencies that service referrals, but the owners have entrenched themselves firmly in this market with their strategic presence in the real estate mortgage market. Growth & Expansion: Carrier bonuses for new owner who adds to their current book of business. Very stable book with much room to expand and grow.

Reason for Selling:

Sellers want to focus on primary business, one par

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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