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Description

OFF-MARKET’Q2 2021

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

Contact info

Pronova Partners

Inquire about this property

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Health & Fitness

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