Independent P&C Insurance Agency with Mercury Book

Mission Viejo, CA
Orange County


Asking Price: Annual Revenue:
$395,000 $112,000

Services: Financial, Accounting, Insurance


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RE: Independent P&C Insurance Agency with Mercury Book Broker: Rick Carlson
License #: 01820673

Quick Facts

Asking Price: $395,000
Annual Revenue: $112,000
Net Profit: Not Disclosed
Cash Flow: $50,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2011
Employees: 1
BBN Listing #: 361027574
Broker Reference #: 928 Insurance

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Business Overview:

An independent P&C Insurance Agency featuring a Mercury book and transferrable Mercury appointment, along with many other carriers, is being offered for sale in Mission Viejo, CA. This agency offers preferred personal lines as well as commercial policies, and a small number of surplus lines as well. No life or health. Clients are located throughout Southern California, with a healthy concentration in affluent South Orange County. High retention, light service required. Relocatable.

This is a great opportunity for a newly independent insurance agent, or for a roll-up for an existing agency. Asking price includes the book, appointments, all phone numbers, websites, etc. NDA required for comprehensive initial package.

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

To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button and when you are done searching and have made all your selections, simply click on the REQUEST INFO button at the bottom of the page.

Property Features and Assets:

Current office space is on a month-to-month lease, and is in a beautiful office suites complex in Mission Viejo, CA. You can keep the current office or roll this business up into your current location – or work from home. Buyer’s choice.

Market Competition and Expansion:

Competition: Insurance remains a competitive industry. This agency has achieved growth by providing a personal level of customer service, offering many options for carriers and plans, and by creating raving fans among its customers. Growth & Expansion: Continue to serve the customers well and take advantage of resources provided by the SIAA – the largest insurance agency alliance in the U.S. This agency is a member of the alliance, and that membership will transfer to you!

Reason for Selling:

Moving out of state.

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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