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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



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

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.

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.

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.

Contact info

Pronova Partners

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