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Insurance Office for SaleWell established 20+ years Insurance office for Sale!!
Insurance Office for SaleWell established 20+ years Insurance office for Sale!!

Orange, CA

We are looking for someone to buy a well established small agency with office. The office is located in Orange County, CA. Looking to sell soon, owner will carry for right candidate. Owner is primarily interested in the welfare of clients and continuation of the office location. This is a turnkey business ready for some new energy to come in and help it grow! Did you know? Owning a Farmers® agency has been called The Best Small Business Opportunity in America.®

Farmers Insurance AgencyFarmers Insurance Agency for sale in the greater Sacramento area
$175,000
Farmers Insurance AgencyFarmers Insurance Agency for sale in the greater Sacramento area

Roseville, CA

Great book of business available in the Placer County/ Sacramento area. Book of business has 854 Policies and generates $104,000 in service commissions. Policies consist of mostly home and auto ( 85% home and auto, 15% life, 5% commercial). Average retention on the book of business in 85%.

Southern California Chain of Personal Lines Insurance Agency Offices!Southern California Chain of Personal Lines Insurance Agency Offices!
$2,700,000Cash Flow: $442,637Seller Financing
Southern California Chain of Personal Lines Insurance Agency Offices!Southern California Chain of Personal Lines Insurance Agency Offices!

San Clemente, CA

Up for grabs is a Southern California turnkey multi-location insurance agency operation that is strategically positioned for high walk-in traffic generating new business in excess of 50% of new policies written monthly. Phenomenal roll up opportunity for an agency that wants additional satellite locations and take over the seasoned client base plus all the future new business that will be secured from these AAA locations. Top carriers include Kemper, Safeco, Anchor General, Alliance United, Infinity, Foremost, Progressive, among others. Generally speaking it’s about 30% Preferred and 70% Standard / Non-standard but even the non-standard book is pretty clean business. Provides DMV services as well to keep the new clients coming into the agency locations. NDA is required for Confidential Information Memorandum (CIM) crafted by ProNova Partners.

Farmers Insurance Agency in greater LA areaFarmers Insurance Agency For Sale- LA Area
$150,000
Farmers Insurance Agency in greater LA areaFarmers Insurance Agency For Sale- LA Area

Downey, CA

We have an established book of business in the city of Downey which currently has 972 policies in force as of Aug 2018. The office is located in the city of Downey but can be relocated to any storefront/retail office location you desire (ideally within a 20 mile radius of current location) In addition to this agency, we have a few other books of business that are for sale, ranging from 480-1,550 Policies In Force. ($58k-$190k yearly commission revenue) The requirements are as follow: Property & Casualty License Life, Accident & Health License Satisfactory results of background check Minimum of $25,000/$50,000 (depending on entry point) in seasoned liquid assets, compliant retail office location and 1 licensed and appointed staff/employee Start up incentives include: Up to 3-years of bonus, in addition to residual commission Quarterly bonuses $10,000 office expenditures bonus District paid trips/vacations and much more If taking over an existing book of business is not for you, we also have our retail program with attractive commission bonuses (30% on top) tailored for candidates that have a successful track record in financial services, sales, or networking and are ready to hit the ground running. CONTACT INFO: Any questions, concerns, or requests for additional information you may have do not hesitate to contact Paco Solórzano or Roy Corral at the Downey District Office. 562-622-0062 paco.rcorral@farmersagency.com

Bay Area Benefits Insurance Agency 70% Small Group 30% Individual L&HHigh Net $387k High Retention, Low Client Concentration Risk Profile
$1,850,000Cash Flow: $371,433Seller Financing
Bay Area Benefits Insurance Agency 70% Small Group 30% Individual L&HHigh Net $387k High Retention, Low Client Concentration Risk Profile

Berkeley, CA

Perfect expansion opportunity for a health-light or health-heavy existing agency; or buy a job for an independent minded licensed health agent! With this acquisition the Buyer secures an existing operation that has a seasoned service team that all the clients love! Family style, collegial operation where service is a primary focus and contains a steady recurring revenue client base that just renews renews renews. 70% of the gross revenue is (small) group, 17% is individual products, and 13% is Medicare. On the group side, 12 accounts are 21 lives & up, the balance (81 accounts) is under 20 lives. $159k in 2017 just from Blue Shield, other top revenue streams include Kaiser, Anthem, Aetna, Cal Choice, Healthnet, UHC, about 30 carriers total across all lines and coverages. NDA is required to secure comprehensive Confidential Information Memorandum crafted by ProNova Partners.

50% Mercury Insurance Agency 1,200 Total Policies In Force50% Mercury Insurance Agency 1,200 Total Policies In Force
$225,000Cash Flow: $82,942Seller Financing
50% Mercury Insurance Agency 1,200 Total Policies In Force50% Mercury Insurance Agency 1,200 Total Policies In Force

Ontario, CA

Gross income is $152k, including $148K commission and $4K broker fee. Commission takes majority portion at approximately 95%. Auto 65%, home 28%, commercial 7%. It has a mix of Chinese, English and Spanish speaking clientele. Net Income we believe should be around $82K. It could be higher for a strategic buyer who has existing operations, because some expenses can be shared. Standard book of business = higher retention rate. The location has been established for 28 years – long history, minimal competition nearby. Currently 90% relying on referrals and 10% walk-in. Established agency management system and updated computer system in place (included in the FF&E). High sales conversion rate of 60%. Direct bill 100%. NDA is required for first round package on the book of business crafted by ProNova Partners.

Farmers Insurance Agency$133K in Residual Income
$198,500
Farmers Insurance Agency$133K in Residual Income

Alameda, CA

Established Farmers Insurance Agency available in the Alameda, CA area Approx.. 1025 policies in-force $10,000 Office Start Up Bonus Available Quarterly New Business Bonus Quarterly Life Growth Bonus Opportunity Quarterly Profitable Growth Bonus Opportunity Quarterly Commercial Growth Bonus Opportunity Achievement Clubs and Travel Awards Full Training and Support Provided Residual income stream of approximately $133K Asking Price: approximately $198k Candidate Requirements: • Pass background Check (credit, criminal, driving record) • Minimum of $70,000 in liquid assets • For more info contact: Domnick Iwasyk

OC Premium Supermarket Plaza Loc. Non-Standard Auto Insurance AgencyOC Premium Supermarket Plaza Loc. Non-Standard Auto Insurance Agency
$450,000Cash Flow: $180,000
OC Premium Supermarket Plaza Loc. Non-Standard Auto Insurance AgencyOC Premium Supermarket Plaza Loc. Non-Standard Auto Insurance Agency

Buena Park, CA

Ideal first transaction target or satellite reconversion opportunity for a multi-unit non-standard auto insurance agency chain. Perfect location in the same plaza as a heavily trafficked supermarket that draws all kinds of foot and walk-in traffic, along with the sign guy. Not a portable book of business, need to take over the location, and need to be comfortable that cash is a key component of the value and net income of the client base that tends to be 50/50 cash & credit card pays. Providing DMV / Registration services that typically hovers around $5k per month, Broker Fee revenue that hovers around $10k per month steadily, and about $8-$12k per month in commission revenues, the largest carrier is Infinity but it's mainly the run of the middle non standard auto carriers. NDA is required for initial package on file with ProNova Partners.

Orange County Insurance Agency For SaleEstablished Insurance Agency in Orange County
$55,000
Orange County Insurance Agency For SaleEstablished Insurance Agency in Orange County

Brea, CA

The local agent is retiring and looking to sell their book of business to a qualified and motivated entrepreneur. • Agency has 375 Policies in Force and generates roughly $55,000 in commissions. • Established in community since 2010. • Turn Key Agency comes with monthly bonus and annual bonuses • New Office bonus along with Marketing Bonuses

$519k Gross Large & Small Group Benefits Insurance Book of Business$519k Gross Large & Small Group Benefits Insurance Book of Business
$1,500,000Cash Flow: $450,000Seller Financing
$519k Gross Large & Small Group Benefits Insurance Book of Business$519k Gross Large & Small Group Benefits Insurance Book of Business

Fallbrook, CA

150+ policies, small and large group health, dental, Medicare, individual with a small number of life insurance policies. This is a very persistent book of business with the majority of clients staying with the Agency over 5 years, many well over 10 years. Largest accounts are with Blue Cross and Blue Shield. Seller has been in insurance for well over 40 years and is ready to retire. 80+% of the revenue is contained within the Top 50 Clients. Further details of this book of business provided in first round package. Signed NDA required for release.

Price Reduction! Established Business for SaleTerrific opportunity to step into a profitable well-established agency
$375,000
Price Reduction! Established Business for SaleTerrific opportunity to step into a profitable well-established agency

San Bernardino County, CA

Multi-line agency affords the opportunity to sell personal, commercial, life policies and retirement products. Additionally relationships with other carriers compliment your operation all geared to enhance the placement of business. Bonuses for profit and production are too numerous to name, and accompany a generous commission structure. Family-rights provision is particularly attractive. MUST be licensed for Fire & Casualty, Life, and though not necessary but preferable Series 6 & 63. Pricing reduced.

Existing Farmers Agency OpportunityResidual Income and Equity
Existing Farmers Agency OpportunityResidual Income and Equity

San Bernardino County, CA

We are looking for someone to step in and take over established Book of Business in the Ontario, CA area. New Business Bonus Program Available $10,000 Office Start Up Bonus Available Sign on Bonuses for Bi-Lingual & Military Candidates Quarterly Life Growth Bonus Opportunity Quarterly Profitable Growth Bonus Opportunity Annual Commercial Growth Bonus Opportunity Achievement Clubs and Travel Awards Instant Agency Equity and Ability to Sell Full Training and Support Provided Residual income stream Agencies Available: (Rancho Cucamonga) PIF: (Policies in Force) 731 - $108,000 Total Commission (2017) Asking Price $108,000 (North East Orange County) PIF: (Policies in force) 422 - $54,000 Total Commission (2017) Asking Price $54,000 (Rancho Cucamonga) PIF: (Policies in Force) 858 - $100,000 Total Commission (2017) Asking Price $100,000 (Upland) PIF: (Policies in Force) 1,000 - $95,000 Total Commission (2017) Asking Price $95,000 (Rancho Cucamonga) PIF: (Policies in Force) 493 - $60,000 (2017) Asking Price $60,000 (Chino) PIF: (Policies in Force) 550 - $60,000 (2017) Asking Price $60,000 Candidate Requirements: • Pass background Check (credit, criminal, driving record) • Minimum of $70,000 in assets • Have or acquire a P&C, Life & Health Licenses (We can guide you through this) • Farmers branded Office Location • For more info contact: Oscar Castaneda 909-605-0300 ocastaneda@farmersagent.com

75% Commercial 25% Personal Lines Insurance Book75% Commercial 25% Personal Lines Insurance Book
$800,000Cash Flow: $220,000Seller Financing
75% Commercial 25% Personal Lines Insurance Book75% Commercial 25% Personal Lines Insurance Book

San Gabriel, CA

Couple hundred clients with a couple hundred policies in force - primarily commercial insurance, but some personal lines and a small slice of group health as well. Seller is retiring, about 75% commercial business with 90% retention. For the Commercial business, 50% is through MGA & 50% Direct via Travelers, Amtrust, KBIC all being direct. Writing all kinds of wholesale, distribution, light manufacturing, contractors, LRO's, retail - individual & multi-unit, the gamut of commercial risks basically. $285k is commission revenue, $85k is broker fee revenue. NDA is required for comprehensive first round package on the book of business. Please dial Extension 692 if you decide to call us at (800) 985-4939 so you are routed properly! Thanks!!

Mortgage / Insurance Broker 30 yrs. San Diego Riverside Orange County
$250,000
Mortgage / Insurance Broker 30 yrs. San Diego Riverside Orange County

San Diego, CA

There are many mortgage companies out there - all working full time attempting to keep up with the volume of business. And, for the most part, they all do - mostly - the same thing. So what then is the advantage of this firm: 1. 30 consecutive years of profitable operation 2. 30 years of clients returning for their next loan - home and a small bit of commercial 3. 30 years of Name Recognition 4. 30 years of fabulous reputation and working relations with many, many, many, many, many lenders. And all of these lenders are asking them for "MORE BUSINESS!!!" 5. An extremely knowledgeable owner interested in finding a buyer for this company that is capable of moving it forward and successfully continuing it for many, many, many years!!! Are you and existing mortgage company looking to grow your business through a strategic purchase in southern California?? Well, you've found it!!!! Are you a current manager of an existing mortgage business (holding a CA RE and mortgage license for at least 2 years) seeking the American Dream of owning your own business?? Well, you've found it!!!!! Are you a top performing employee of a mortgage business (holding a CA RE and mortgage license for at least 2 years) knowing that you can do more being on your own??? Well, you've found the right opportunity!!!!!!! This is a very profitable mortgage - home and a little bit of commercial - business available for the first time!!!!!!!!!!!!!!!!!!! It is extremely rare to have any mortgage business for sale in the southern California market!!!!!! The ONLY reason this business is for sale is that for over 30 years, this owner has profited within this business. But - as will most Baby Boomers - this owner is tired and ready to retire. Grab this one before your competition beets you to it!!!!!!! BUT - YOU MUST be holding a California real estate and mortgage license for at least 2 years to be able to sell in this business.

Farmers Insurance Agency
$40,000
Farmers Insurance Agency

Roseville, CA

Great opportunity to own an established insurance agency. Agency has approximately 400 policies. Generates $38,000 in service commissions, not including new business commissions, bonus potential and $10,000 for office start up. Agency has 90% retention and consists of 80% personal lines, 18% life, and 2% commercial (predominantly in the Roseville, Sacramento area). Great households with excellent profitability. Please contact us with serious inquiries. Candidate must be able to finance or pay in cash. Agent and District Office will train and help transition new buyer.

Insurance Agency: Auto, Motorcycle, RV, Boat
$690,000Cash Flow: $160,000
Insurance Agency: Auto, Motorcycle, RV, Boat

Ventura County, CA

Long established profitable insurance agency that is relocatable. Well known business for motorcycle insurance and the largest in the nation for heavy vehicles. This is an ideal business for an already growing insurance agency who would like to add to their existing business or for a new owner looking for a business with recurring revenue.

Established Insurance Agency
$188,000
Established Insurance Agency

San Francisco, CA

Represent the largest publicly traded personal lines, P&C insurance company in the U.S. Brand name recognition, coupled with an awesome entrepreneurial opportunity. Small, established book of business, provides residual income. Enhanced commission structure the first several years, makes this opportunity unlike any other in the industry.

California Vision Benefit Plan with Knox-Keene License!
$2,900,000Cash Flow: $497,951
California Vision Benefit Plan with Knox-Keene License!

CA

This is a very rare opportunity to acquire a health benefit plan (The Plan) which has already been licensed by the California Department of Managed Health Care (DMHC) and has established its own network of contracted providers in place. Any health plan, such as a medical, vision, dental, or chiropractic plan needs a Knox-Keene license to do business in California. Acquiring a Company with a Knox-Keene license, contracted provider network, distribution and a significant membership block already in place would allow a buyer to enter the California vision benefit market immediately with an ongoing turn-key operation. This opportunity will allow the buyer to skip the long, arduous and costly process of filing for and obtaining a new Knox-Keene license from scratch. Obtaining a new Knox-Keene license from the state of California typically requires a team of attorneys consistently working on the application and corresponding with the DMHC over the 2-3 years it takes for final for approval before going to market. All-in costs and affiliated fees for the license and network construction are conservatively estimated be about $1M, per Seller. Acquiring this Plan bypasses this laborious process, and a buyer would benefit by immediately having a fully operational vision plan network that is automated and cash-flowing on day one! The Plan provides to its members the following benefits: preventative eye care, annual eye examinations, ophthalmic lenses, ophthalmic frames, and contact lenses to correct visual deficiencies. The Plan also has established strategic partnerships that allow it to offer coverage for LASIK Refractive Surgeries (which pays a referral amount back to the Plan) as well as bundled dental benefits to its members. The Plan has a vast network of approximately: 14,000 covered members, 1,500+ referring brokers, and 650 contracted vision providers. This Plan has been an innovator in the California market for over 30 years; it is profitable, growing annually, has a fully automated business structure, staff in place, and audited financials. This opportunity is perfect for the following types of buyers: 1) out-of-state health plans who want to break into the California market, 2) other California health plans (such as dental, chiropractic) who want to easily assimilate into the vision plan market, 3) insurance companies who could offer current clients a vision benefit plan, 4) optometrists who want to diversify income, 5) a retail optical chain who wishes to expand into full service optometric services, 6) financial buyers with platforms in healthcare services. Note: buyer must qualify and meet the criteria for Knox-Keene licensing as mandated by the DMHC in order to purchase this Company (see website for details: http://www.dmhc.ca.gov/). Call 424-832-3410 or email asmith@fcbb.com / lhout@fcbb.com for further details!


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