OFF-MARKET-Atlanta Insurance Agency w/ Profitable Book of Business for Sale

OFF-MARKET ‘Q1 2024

Atlanta Insurance Agency w/ Profitable Book of Business for Sale

Atlanta, Georgia (Fulton County)

Asking Price: $1,100,000

Gross Revenue: $520,000

Cash Flow: $420,000

EBITDA: N/A

FF&E: N/A

Inventory: N/A

Established: 2013

Employees: 1

Business Description

Atlanta Insurance agency, started in 2013, with an impressive Property & Casualty book of business for sale. This portfolio of business has been meticulously cultivated and boasts an industry-standard retention rate. In alignment with the company’s guiding principle to “underwrite home policies and cross-sell auto coverage,” this portfolio presents a valuable acquisition opportunity. Agencies with a proven track record will find it seamless to integrate this business into their existing operations, thereby facilitating expedient up-selling opportunities for a range of other insurance products.

NDA is required {SUBMIT BELOW} to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

Detailed Information

Facilities:
Not applicable with this book.

Competition:
Insurance is plenty competitive but this book of business has a good retention rate and continues to profit year after year after year.

Growth & Expansion:
Upside exists for those that want to cross sell the book of business. Some great accounts present untapped potential in this book.

Financing:
TBD if structure and terms are acceptable.

Support & Training:
To ensure a smooth transition and ongoing success, the Seller will work with a buyer as needed for four weeks after closing, hours negotiable.

Reason for Selling:
The Seller would like to exit the insurance business completely and work on a new business venture that is in the pipeline.