Dallas TX Personal Lines Insurance POWERHOUSE!

Grand Prairie, TX
Dallas County


Asking Price: Annual Revenue:
$600,000 $305,855

Services: Financial, Accounting, Insurance


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RE: Dallas TX Personal Lines Insurance POWERHOUSE! Broker: Rick Carlson
License #: 01820673
Owner Financing is Available!
TBD if structure and terms are acceptable.

Quick Facts

Asking Price: $600,000
Annual Revenue: $305,855
Net Profit: Not Disclosed
Cash Flow: $218,565
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2007
Employees: 1
BBN Listing #: 387327574
Broker Reference #: 1017 Insurance

Email or Print Listing

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Business Overview:

This virtual personal lines insurance agency (that also has a a premier Dallas MSA storefront!) is a true turn-key opportunity built around a website and advertising strategy that has proven to be a POWERHOUSE for business development: not only is there strong organic website traffic of over 3,000 visitors/month, but a majority (60%+) of the 350-400 quotes the agency gives each month come from the website and advertising.

With a 70% new business close rate, over 78% renewals and a strong referral network also in tow, whether you are a single agent looking for a stable book of business or an agency in growth-mode looking for a technology-focused business that will help you accelerate an expansion, you have options with this agency!

The Seller is looking to retire, so he is looking for the right buyer to take what he has built and to grow it to the next level. Confidentiality is a concern for the Seller as he seeks just the right buyer, and so the location information provided in the ad is that of the broker, and not of the Business. Business location and name will be shared once a qualified Buyer prospect is vetted.

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:

Facilities: The Business operates from an 1,150 Square Feet store-front office that rents for $1,450.00 monthly. The office lease expires in March, 2024 and there is inherent transactional flexibility on this front if the Buyer wants to change locations or run the Agency virtually. The Seller believes that the location could continue to be a positive, but not necessary, factor in the Agency’s future success.

Market Competition and Expansion:

Competition: There are many competitors, but few with the marketing prowess of this agency! Growth & Expansion: Continue/expand the advertising program put in place by the Seller/grow the Commercial/P&C side of the business.

Reason for Selling:

Retirement.

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.

Relevant Links:

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