Service Key to Success of Established Life Agency

Lodi, CA
San Joaquin County


Asking Price: Annual Revenue:
$200,000 $78,000

Services: Financial, Accounting, Insurance


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RE: Service Key to Success of Established Life Agency Broker: Rick Carlson
License #: 01820673
Owner Financing is Available!
For a well-qualified buyer, the Seller will consider financing with favorable terms and conditions, for no more than five years.

Quick Facts

Asking Price: $200,000
Annual Revenue: $78,000
Net Profit: Not Disclosed
Cash Flow: Not Disclosed
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 1981
Employees: 1
BBN Listing #: 813027574
Broker Reference #: 891 Insurance

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Business Overview:

This historically profitable business flourished by helping those in need of guidance and security for their senior years. After working in various areas of the insurance industry, the Seller discovered the rewards of helping those at financial crossroads; learning that through careful and thoughtful planning of insurance plans he could keep seniors and their families protected.

The suite of planning and protection programs include Life and Disability Insurance, establishing Revocable Living Trusts, the creation of Final Expense Trusts and Long Term Care Planning & Insurance Coverage plus a thriving specialty services for Medicaid/Medical Assistance.

The work was both financially and personally rewarding and he believes (after some setbacks related to personal issues), a Buyer who cares as much about his beloved community as he does will not only be able to return revenue to former highs, but capitalize on the country’s growing senior population and escalate earnings far beyond his best years.

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

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Property Features and Assets:

Facilities: Since 2007 the business has resided at a commercial building with a small foyer and two offices that is about 750 square feet. Rent is $1,045 and per month with utilities included. The lease is on a month-to-month term. A Buyer will either negotiate a new lease or give 30 days’ notice. Although at a convenient location, and that the business is well-known in the community, Business will likely do just as well elsewhere.

Market Competition and Expansion:

Competition: Although some insurance companies in the county offer annuities and life insurance, he knows only a few in that come close to his expertise in Medicaid guidance. A Google keywords search shows the Seller’s business ranked highly. Growth & Expansion: To take the Company to the next level, the Seller recommends renewing local and county-wide advertising; establish or build on social media marketing; hire additional producers and add financial planning services, but most importantly, be sure to maintain the trust of the loyal customer base.

Reason for Selling:

After a long and successful career, it is time to retire.

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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