Looking for a buyer.
The Seller helped build an agency from a startup into one of California’s largest multi-location independent brokers. Wanting to focus on controlled growth and oversight, he started his own independent agency. Although the Seller employed other agents for many years, he made the strategic decision in the last five to concentrate on developing a smaller reliable book and eliminated the burden to train/deal with staff. Today, the book features strong relationships with multiple top California carriers that offer coverage for all Property & Casualty lines. It brings in more than $800,000 in premiums and more than $100,000 in commissions and fees each year. NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners. Detailed Information Facilities: Not available or included. No location responsibilities or commitments are associated with this offering. Competition: It’s a big market and customers are looking for professional-level service in addition to good rates. Growth & Expansion: Cross-sales opportunities are great for those with only Auto or Motorcycle policies. Support & Training: To ensure a smooth transition and ongoing success the Seller will work with a buyer as needed; longer as an on-call consultant, or as negotiated before closing. Reason for Selling: The Seller plans to retire and hopes to improve his golf game.

listing type
exclusive representation
industry
Insurance
location
Anaheim, CA, USA
revenue
$101,214
ebitda
$89,214
proposed price
$150,000
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