Seller's Contact Information
- RE: Small Loyal Nationwide Book. Kickstart 2022 Growth
- Contact: Rick Carlson
- License #: 01820673
Quick Facts
| Asking Price: | $110,000 | |
| Annual Revenue: | $309,640 | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | $37,140 | |
| Total Debt: | Not Disclosed | |
| FF&E: | Not Disclosed | |
| Real Estate: | Not Disclosed | |
| Year Established: | 2009 | |
| Employees: | 1 | |
| BBN Listing #: | 414727574 | |
| Broker Reference #: | 1053 INSURANCE |
Business Overview:
Since 2009, this hands-on Seller has worked with top-tier carriers that offer the best combination of price and service to the Corona and Riverside Country area.
This family-owned agency is only selling the Nationwide Block of Business.
All 203 policies have been in force for a minimum of 3 years.
The California Client list includes offers contacts in Orange, Los Angeles, Riverside, and San Diego counties.
NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
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Property Features and Assets:
Not Included
Market Competition and Expansion:
Competition: Clients who have chosen Nationwide will choose an agency that offers the best, personal service. Growth & Expansion: This loyal book will complement a medium-sized agency and help them grow while increasing its market reach.
Reason for Selling:
Most agency clients rolled policies to another car.
Additional Details:
- The property is Leased.
- The owner is willing to train/assist the new owner.
- This is not homebased business opportunity.
- This is not a franchise resale opportunity
Documents:
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