OFF-MARKET-Small Loyal Nationwide Book of Insurance Clients for Sale

OFF-MARKET ‘Q1 2023

Small Loyal Nationwide Book. Kickstart 2022 Growth Today

Corona, California (Riverside County)

Asking Price: $110,000

Carrier: Nationwide

Cash Flow: $ 25,000.00

Gross Revenue: $ N/A

Annual Revenues: $ 37,140.00

EBITDA: N/A

FF&E: N/A

Inventory: N/A

Established: 2009

Employees: 1

Business Description:

Since 2009, this hands-on Seller has worked with top-tier carriers that offer the best combination of price and service to the Corona and Riverside Country area.

This family-owned agency is only selling the Nationwide Block of Business.

All 203 policies have been in force for a minimum of 3 years.

The California Client list includes offers contacts in Orange, Los Angeles, Riverside, and San Diego counties.

NDA is required for executive summary crafted by ProNova Partners.

Detailed Information

Facilities:

Not Included

Competition:

Clients who have chosen Nationwide will choose an agency that offers the best, personal service.

Growth & Expansion:

This loyal book will complement a medium-sized agency and help them grow while increasing its market reach.

Financing:

TBD only for highly qualified Buyers on a short-term basis if deal structure and conditions are right.

Support & Training:

To ensure a smooth transition and ongoing success the Sellers will work with a Buyer for 2 weeks.

Reason for Selling:

Most agency clients rolled policies to another carrier. Those left are for sale.