Personal Lines P&C Insurance Agency with Office an

Sandy Springs, GA
Fulton County

Asking Price: Annual Revenue:
$300,000 $181,000

Services: Financial, Accounting, Insurance

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RE: Personal Lines P&C Insurance Agency with Office an Broker: Rick Carlson
License #: 01820673

Quick Facts

Asking Price: $300,000
Annual Revenue: $181,000
Net Profit: Not Disclosed
Cash Flow: $69,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2017
Employees: 2
BBN Listing #: 711427574
Broker Reference #: 824 Insurance

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Business Overview:

Young and fast growing P&C agency with $2 million in premiums in a well-located fully furnished office. Over 1,300 policies in force, with 95% in auto and fire, 5% in commercial and life. This is a profitable agency with 92% retention. Most policies are in preferred personal lines, with a smaller percentage in standard and non-standard. Current robust marketing efforts target homeowners in the community. Prospect lists and leads database will transfer with the sale of the agency.

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Property Features and Assets:

Facilities: Well-located 1,133 square feet office with plenty of parking. Lease is $1,200 per month and is current through Jan 30, 2020 – with an option to renew.

Market Competition and Expansion:

Competition: The insurance industry competitive landscape is fragmented, and the Seller has applied consistent marketing efforts along with a high level of customer service in order to grow his agency quickly. Growth & Expansion: Continue to delight the current clientele, follow up with existing leads, and utilize various corporate marketing resources to expand the book.

Reason for Selling:

Other Business Interests.

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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