Successful Regional Insurance Agency Primed for Na

Dallas, TX
Dallas County


Asking Price: Annual Revenue:
Not Disclosed $1,500,000

Services: Financial, Accounting, Insurance


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RE: Successful Regional Insurance Agency Primed for Na Broker: Rick Carlson
License #: 01820673
Owner Financing is Available!
Available if the Price and Deal Structure is Right

Quick Facts

Asking Price: Not Disclosed
Annual Revenue: $1,500,000
Net Profit: Not Disclosed
Cash Flow: $800,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 20140
Employees: Not Disclosed
BBN Listing #: 317627574
Broker Reference #: 912 Insurance

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Business Overview:

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA.

At 50% NET margins + this scalable profit engine has been deployed in a regional market and now is ready to be expanded nationwide. Providing a platform for individual producers that want to focus on growing an agency as opposed to all of the landmines associated with running an agency, this Company provides unlimited earnings potential to all of its members. Revenues for this opportunity are a combination of subscriptions from its members, overrides from carriers, and favorable commission splits with producers on future renewals. Year over year growth from 2017-2020, C19 will not slow this Company down, in fact it will have its best year yet even if a sale is not somehow consummated. This opportunity will not last though.

NDA is required to secure Executive Summary which will be provided by the Broker upon approval of the Buyer’s inquiry by the Seller.

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:

Employees: Confidential until Buyer’s inquiry is approved by Seller. Facilities: Beautiful office space, ready for continued expansion, though folks are working remotely right now because of Covid.

Market Competition and Expansion:

Competition: This is a unique offering without a directly comparable competitor in the marketplace. Growth & Expansion: Perfect platform for nationwide expansion.

Reason for Selling:

Focus on real estate investment activities.

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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