Portable Non-Standard Auto Agency 1,100 Policies

San Diego, CA
San Diego County


Asking Price: Annual Revenue:
$380,000 $290,000

Services: Financial, Accounting, Insurance


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RE: Portable Non-Standard Auto Agency 1,100 Policies Broker: Rick Carlson
License #: 01820673
Owner Financing is Available!
If the price and deal structure is right.

Quick Facts

Asking Price: $380,000
Annual Revenue: $290,000
Net Profit: Not Disclosed
Cash Flow: $112,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2016
Employees: 3
BBN Listing #: 497627574
Broker Reference #: 831 Insurance

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Business Overview:

$154,000 in gross commissions, $138,000 in broker fees.

Non-standard auto book of business with 1,100 policies in force throughout California. $154,000 in gross commissions, $138,000 in broker fees. Carriers include Kemper, Aspire, National General, Foremost, Western General, Dairyland, and Workmen’s. Runs on Hawksoft agency management system, loss ratios vary by carrier but all are reasonable with most below 70%. Two licensed producers and one CSR can stay with the book of business purchase, or they be excluded, per Buyer preference. Very little walk in traffic makes the book easily transferable to another agency working anywhere in California. In Business since April, 2016. Seller is looking to exit and pursue other interests. Seller financing available if the price and deal structure is right.

NDA required for release of detailed CIM. Thank you.

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Property Features and Assets:

Facilities: Office located in Miramar / Sorrento Valley area of San Diego. Book of business can be easily rolled up into an existing operation and relocated.

Market Competition and Expansion:

Competition: Highly fragmented competitive landscape. High level of customer service inspires retention. Growth & Expansion: Continue to deliver a high level of customer service to maximize renewals.

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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