SoCal High Net Worth P&C Insurance Book of Busines

Marina Del Rey, CA
Los Angeles County

Asking Price: Annual Revenue:
$900,000 $360,000

Services: Financial, Accounting, Insurance

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RE: SoCal High Net Worth P&C Insurance Book of Busines Broker: Rick Carlson
License #: 01820673
Owner Financing is Available!
TBD if structure and terms are acceptable.

Quick Facts

Asking Price: $900,000
Annual Revenue: $360,000
Net Profit: Not Disclosed
Cash Flow: $250,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 1976
Employees: 1
BBN Listing #: 392727574
Broker Reference #: 1012 Insurance

Email or Print Listing

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Business Overview:

This book of business has an enviable client base and strong client retention and referrals. This unique opportunity is well situated for an experienced insurance broker to inorganically acquire high profile clients in the LA region.

With a strong history of growing revenues and profitability, this book will not last long. Acquire the business and employee to grow a new office, or just the book and juice your revenues, lots of ways to slice this one. Do not wait around, the Owner would like to be closed and out by September 1st.

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 400 square feet offices are rented in the Marina Del Rey area.

Market Competition and Expansion:

Growth & Expansion: This business does not advertise and generates a huge amount of business from client references. This could be a great opportunity for an already established insurance business that competes on operational advantages.

Reason for Selling:

Ready to retire.

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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