Business For Sale

Southern California Chain of Insurance Agency

San Clemente, CA
Orange County

Asking Price: Annual Revenue:
$2,700,000 $853,266

Services: Financial, Accounting, Insurance

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RE: Southern California Chain of Insurance Agency Broker: Rick Carlson
License #: 01820673
Owner Financing is Available!
If the price and deal structure is right.

Quick Facts

Asking Price: $2,700,000
Annual Revenue: $853,266
Net Profit: Not Disclosed
Cash Flow: $442,637
Total Debt: Not Disclosed
FF&E: $25,000
Real Estate: Not Disclosed
Year Established: 1995
Employees: 8
BBN Listing #: 935027574
Broker Reference #: 785 Insurance

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Business Overview:

Up for grabs is a Southern California turnkey multi-location insurance agency operation that is strategically positioned for high walk-in traffic generating new business in excess of 50% of new policies written monthly. Phenomenal roll up opportunity for an agency that wants additional satellite locations and take over the seasoned client base plus all the future new business that will be secured from these AAA locations. Top carriers include Kemper, Safeco, Anchor General, Alliance United, Infinity, Foremost, Progressive, among others. Generally speaking it’s about 30% Preferred and 70% Standard / Non-standard but even the non-standard book is pretty clean business. Provides DMV services as well to keep the new clients coming into the agency locations. NDA is required for Confidential Information Memorandum (CIM) crafted by ProNova Partners.

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Property Features and Assets:

Furniture, Fixtures, & Equipment (FF&E): Included in asking price Facilities: Multiple offices fully built out and ready for absorption.

Market Competition and Expansion:

Competition: Strong competition but there's some goodies that are included with this deal that separate this from your normal hybrid standard & non-standard acquisition target. Growth & Expansion: Seller's agency has unique attributes that using the same model and revenue guidance from the Seller.

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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