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Listed by:

Ace Business Brokers

Broker license number: 01820673

Independent P And C Insurance Agency For Sale

Mission Viejo, California - South, US
Asking Price:
$395,000 (USD)
Sales Revenue:
$112,000 (USD)
Cash Flow:
$50,000 (USD)

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here: https://pronovapartners.com/engagement/oc-independent-insurance-agency-with-mercury-book-for-sale/

An independent P&C Insurance Agency featuring a Mercury book and transferrable Mercury appointment, along with many other carriers, is being offered for sale in Mission Viejo, CA. This agency offers preferred personal lines as well as commercial policies, and a small number of surplus lines as well. No life or health. Clients are located throughout Southern California, with a healthy concentration in affluent South Orange County. High retention, light service required. Relocatable.

This is a great opportunity for a newly independent insurance agent, or for a roll-up for an existing agency. Asking price includes the book, appointments, all phone numbers, websites, etc. NDA required for comprehensive initial package.

NDA is required {LINK ABOVE} to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

Property Information

Premises Details:

Facilities: Current office space is on a month-to-month lease, and is in a beautiful office suites complex in Mission Viejo, CA. You can keep the current office or roll this business up into your current location – or work from home. Buyer’s choice.

Business Operation

Expansion Potential:

Continue to serve the customers well and take advantage of resources provided by the SIAA – the largest insurance agency alliance in the U.S. This agency is a member of the alliance, and that membership will transfer to you!

Competition / Market:

Insurance remains a competitive industry. This agency has achieved growth by providing a personal level of customer service, offering many options for carriers and plans, and by creating raving fans among its customers.

Reasons for selling:

Moving out of state

Employees:
1
Years established:
10

Other Information

Support & training:

Seller will help with transition for up to 4 weeks.

Relocatable:
This business can be relocated.

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