OFF-MARKET- Portable OC Home and Auto Safeco and Nationwide Book of Business for Sale

Home and Auto Safeco and Nationwide Book of Business

Santa Ana, CA (Orange County)

Seller Financing is NOT Available

Asking Price:

$199,000

Cash Flow:

$60k+ if it’s an existing agency as a tuck-in.

Gross Revenue:

$73,614

EBITDA:

N/A

FF&E:

N/A

Inventory:

N/A

Established:

2013

Employees:

1 part time CSR is all you need.

Business Description

Preferred personal lines book of business for sale – Safeco and Nationwide. Two producers (including the seller) both looking to retire. 582 policies – a mix of home, condo, landlord, and auto. Clients are mostly located in Orange County, with a few in Northern California and a very few in San Diego as well. Very low maintenance book, with clients paying up front or on EFT, very few calls, and no walk-ins. NDA required for Confidential Information Memorandum (CIM) crafted by ProNova Partners {SUBMIT BELOW}.

Detailed Information

Facilities:

No office is included with this sale.

Competition:

There is always competition in the personal lines insurance space with no dominant players. This Company stands out by selling with an extra high level of integrity and has developed a reputation for being a trustworthy agency. Many new customers come simply through client referrals.

Growth & Expansion:

If your business is organized and well-staffed, and takes good care of these customers, renewals can be assured.

Financing:

Cash or Bank Financing ONLY

Support & Training:

Seller will provide 2 weeks of transition time at 20 hours per week