Niche Insurance Business Pockets Big Profits

Anaheim, CA
Orange County

Asking Price: Annual Revenue:
Not Disclosed $560,000

Services: Financial, Accounting, Insurance

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RE: Niche Insurance Business Pockets Big Profits Broker: Rick Carlson
License #: 01820673
Owner Financing is Available!
Cash or SBA financing preferred. Seller will consider carrying a portion of the purchase price for a well-qualified Buyer will a substantial down payment and a limited term.

Quick Facts

Asking Price: Not Disclosed
Annual Revenue: $560,000
Net Profit: Not Disclosed
Cash Flow: $318,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 1989
Employees: 4
BBN Listing #: 733327574
Broker Reference #: 835 Insurance

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Business Overview:

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here:

Insurance company is an industry a sleeper - specializing in serving used car dealers in the State of California - the business provides high-profit surety bonds, garage liability, and a full line of commercial insurance products. Feeding the insurance business is a subsidiary education company that is one of only 42 DMV-approved dealer education providers in the State. New (used car) dealers are mandated by law to participate in an initial education program and to attend continuing education classes. The educational arm of the Company is not included in the price but can be negotiated separately.

Company has 1053 policies in place with a 94% Retention Rate. Commercial lines are comprised of Bonds, P&C, and Garage Liability.

NDA required for release of detailed CIM. Thank you.

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Property Features and Assets:

Facilities: Monthly rent at the professional 2,500 square foot office is $3,000. Employees: In addition to the Seller, who is a Broker, the Business employs one Agent, one Customer Service Specialist and one Account Representative. Buyer will have to have or obtain a Broker’s License to operate the Business.

Market Competition and Expansion:

Growth & Expansion: A Buyer could find increased profitability with the acquisition of another agent and launching an advertising campaign to reach motorcycle, RV and ATV dealers. A concentrated effort to build a social media presence would be beneficial as well.

Reason for Selling:

Heath reasons

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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