SOLD ‘Q4 2023
Established P&C Insurance Agency For Sale
Westminster, CA (Orange County)
Asking Price: $725,000
Cash Flow: $248,331
Gross Revenue: $489,874
EBITDA: N/A
FF&E: N/A
Inventory: N/A
Established: 2000
Employees: 4
Business Description:
This Agency presents an outstanding growth opportunity for potential Buyers. Its well-maintained financial records, minimal Seller engagement, and a bilingual staff make it an excellent investment. The Agency boasts a portfolio of approximately 3,000 policies, featuring a balanced mix of both standard and non-standard policies. It has a solid track record, having been established 23 years ago. Don’t miss out on this exceptional Business opportunity.
*NDA is required {SUBMIT BELOW} to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
Detailed Information
Facilities:
The space encompasses 1,026 square feet, featuring one private office and partition walls for added privacy. Ample parking is available on-site, and the lease is transferable.
Competition:
There is a lot of competition in the Insurance industry. This is an excellent opportunity for growth through acquisition.
Growth & Expansion:
To stimulate growth and broaden the Company’s horizons consider reintroducing DMV and tax services.
Financing:
TBD if structure and terms are acceptable.
Support & Training:
To ensure a smooth transition and ongoing success the Sellers will work with a buyer as needed with negotiated terms.
Reason for Selling:
Unforeseen circumstances have arisen, leading the Seller to choose an early retirement.
SOLD-Established P and C Insurance Agency for Sale
