Well-Established Insurance Agency

Business Overview:

Established in 2008 by the current owners, this well-regarded insurance agency has been serving the Austin community with a comprehensive range of insurance and professional services. The agency offers Auto Insurance (both Commercial and Personal), Homeowners and Renters Insurance, Income Tax Services, Auto Title Services, and Notary Public support.
With a strong commitment to delivering exceptional customer service in both English and Spanish, the agency has built a loyal client base. This loyalty is evidenced by the high volume of customer referrals, which consistently generate approximately 70% of new business.
The agency has experienced steady financial growth over the past three years. In 2022, revenue reached $1.23 million with a net income of $661,000. By 2024, revenue had grown to $1.66 million with net income increasing to $874,019. The momentum has continued into 2025, with first-quarter revenue totaling $430,000 and net income at $246,000—putting the business on track to surpass its 2024 performance.

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Property Features and Assets:

This insurance agency was founded in December 2008 by three of the current owners, with the fourth - the son of one of the founders - joining shortly thereafter. Each of the four owners holds an equal 25% stake in the business. The agency expanded rapidly, opening a second location in 2009 and a third in 2011, all within the Austin metro area.

Initially partnered with a single insurance carrier, the agency responded to growing client demand by expanding its offerings. Today, it represents multiple insurance carriers, enabling a broader range of coverage options. About two years into operations, the agency diversified its services by adding income tax preparation. Three years later, notary and auto title services were introduced to further meet client needs.

Prior to the widespread adoption of electronic signatures, approximately 80% of transactions were conducted in person, highlighting the agency’s strong emphasis on personal, client-facing service.

Market Competition and Expansion:

o Expand to other markets in the Austin and Surrounding Area
o Expand service offering (whole and term life insurance)
o Establish referral program with Hispanic Realtors and Car Dealerships
o Expand to other Hispanic Markets in Texas (Houston, San Antonio and the Valley)
o Increase marketing at Canyon Lake and other Surrounding Lakes for Boat and other recreational vehicle insurance support.

o Personalized Attention
o Expert advice provided by trained Insurance Professionals
o Competitive rates in the marketplace
o Long standing business (Established in 2008)
o Loyal Client Base that provides referrals to this Agency
o Customer Service is provided in English and Spanish
o Post-Sale Service Support
o Services both Commercial and Personal Markets
o Established long-term relationships with client base

Reason for Selling:

Additional Details:

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