Profitable Insurance Investments Firm 21-Year Est.

Not Disclosed, FL
Palm Beach County


Asking Price: Annual Revenue:
$324,000 $83,307

Services: Financial, Accounting, Insurance


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RE: Profitable Insurance Investments Firm 21-Year Est. Broker: Anton Joro

Quick Facts

Asking Price: $324,000
Annual Revenue: $83,307
Net Profit: Not Disclosed
Cash Flow: $72,957
Total Debt: Not Disclosed
FF&E: $5,000
Real Estate: Not Disclosed
Year Established: 2000
Employees: 2
BBN Listing #: 35174955
Broker Reference #: 1049-16686

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Business Overview:

This profitable insurance investments small financial services practice offers guaranteed investments to its clients. Some of the products offered are life insurance policies, fixed annuities, fixed index annuities, etc. The seller is open for a smooth and orderly transition. It is important to him that the long-term clients remain satisfied and in good hands for many more years to come.

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Property Features and Assets:

The firm leases two small offices in an office building. Only one office is needed. Plenty of parking. Office building is situated on a major road of Palm Beach county, in a neighborhood with plenty of disposable or investable income. The buyer can take over the friendly lease or relocate the business altogether. Assets = $5,000.

Market Competition and Expansion:

The competition if fierce in this segment of the financial industry, yet this small but very profitable firm offers a great client base, which has been cultivated over two decades. That is the basis for a successful acquisition on the part of a larger firm, anther single practitioner or a newcomer in the industry. The company's reach has only been growing by word of mouth and referrals from satisfied clients. The new owner can utilize email campaigns, social media or direct mail to grow this business exponentially.

Reason for Selling:

Owner is retiring after 21 successful years.

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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