Portable CA Trucking Insurance Agency $140k Comm

Riverside, CA
Riverside County


Asking Price: Annual Revenue:
Not Disclosed $195,000

Services: Financial, Accounting, Insurance


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RE: Portable CA Trucking Insurance Agency $140k Comm Broker: Rick Carlson
License #: 01820673
Owner Financing is Available!
If the price and deal structure is right.

Quick Facts

Asking Price: Not Disclosed
Annual Revenue: $195,000
Net Profit: Not Disclosed
Cash Flow: $125,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2011
Employees: Not Disclosed
BBN Listing #: 850127574
Broker Reference #: 853 Insurance

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Business Overview:

Secure this portable opportunity as a perfect roll up acquisition for a large agency looking for a loyal Western United States trucker clientele. Must be a trucking focused agency or at the bare minimum have existing staff members that are friendly, knowledgeable and focused on trucking and transportation in order to be a viable buyer. Commission revenue is 100% trucking. Currently operating out of a home office, so this is portable pretty much anywhere as long as you pick up the phone and reply back to emails. Perfect book roll into your office as the Seller uses AMS360 and most of the primary modules from customer management, accounting, customer integration, follow ups, communication, and tremendous reporting capabilities! Book is concentrated in California. NDA is required {SUBMIT BELOW} for comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

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Property Features and Assets:

Facilities: Relocatable nationwide as long as the Buyer’s support staff are responsive to PST business hours.

Market Competition and Expansion:

Competition: Commercial Trucking insurance is relatively competitive, but this company competes where it counts, which is excellent customer service and pricing power with favorable carrier contracts. Growth & Expansion: Expand marketing initiatives to grow the book.

Reason for Selling:

Continue a writing career after a smooth transition.

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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