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Milford, Clermont County, Ohio
Asking Price
$2,500,000
Revenue
Call/Email
Down
Call/Email
Cash Flow
Call/Email
Posting ID:
283650
Business Category:
Banking & Finance, Service
Business Types:
Finance & Financial Service
Insurance Service, Insurance Brokerage
Keywords:
milford
clermont
ohio
allstate
insurance agency
finance
Recommended Businesses

Milford, Ohio
Allstate Insurance Agency - Well Established
$ 2,500,000
For sale is a well-established 20-year agency in Milford, Ohio, which is right outside of Cincinnati. It is only minutes from a major shopping center with plenty of visibility from the main street. It is well-managed, seasoned staff to likely transition to a new owner. It is approximately $6.5 million in total premium that consists of a preferred auto/homeowner customer base with excellent opportunity for growth in cross sales as well as life/financial services. This is a wonderful opportunity to acquire an established turnkey operation with excellent cash flow. Company: Allstate City/State: Milford, Ohio County: Clermont Zip Code: 45150 Location Available: Office location is around 1 block away from a major intersection/shopping center with great signage and visibility from main street. Rent/Lease Terms: Originally was 5 years. Last 7 years have been month to month Rent/Lease Rate: $675/Month F&E Available: One Meeting room and 6 Workstations Years In Business: In business for 20 years and in this location for 12 years Location Photos: Available upon request Current Agency Staffing: 4 Producing staff members. 2 Focus on service and 2 on sales. All licensed, 3 with L/H licenses. They are long term employees and they will likely transition with the new owner! Asking Price: $2,500,000 Annual New/Renewal Revenues: Confidential until NDA signed Earned Premium: $6,500,000+ Brokered Book Bank Financing Available: Local and National lender referrals available upon request Seller Financing Available: If necessary, terms negotiable. Satisfactory collateral required. Detailed Financial Reports: NDA required.

Clermont County, Ohio
High‑Margin Gourmet Cookie Licensing Opportunity
$ 12,000
This established gourmet cookie brand—known for more than four decades of scratch‑made craftsmanship, premium ingredients, and a fiercely loyal following—is offering a unique licensing opportunity for operators seeking to expand their menu and client offerings with a proven revenue and profit‑generating product line. The company has built its reputation on award‑winning recipes, exceptional product consistency, and a long history of national recognition for high quality. Included is access to the brand’s signature cookie formulas, production standards, operational guidance, and full training. Licensees can expect to realize $125,000 in annual incremental revenue at extremely high margins with consistent execution. This opportunity is ideal for established or growing coffee shops, cafés, restaurants, bars, pizzerias, breweries, wineries, distilleries, bakeries, event venues, craft/hobby stores, and specialty retailers looking to add a premium dessert item with strong consumer appeal and repeat‑purchase behavior. The licensing model offers turnkey operations, low investment, and proven brand equity and support. Only 200 sq ft needed for prep, baking, and packaging. Display case or designated display area is required to maximize revenue and profits. The initial minimum investment of $12,000 includes all necessary training and onboarding for production methods, quality standards, product handling, and brand reputation. Additional optional levels of investment include equipment, production set-up, display set-up, small wares, signage, and additional set-up needs. Investors should also expect a one-time $600 licensing fee and then an annual $1,000 license fee for continued participation in the program. Funding options are available, with flexible 3-to-5-year term options. Additional benefits: There are NO royalties on revenue! You keep what you earn! Exclusive territory rights! Presence on the main website. Ongoing support as requested. If you are an existing business owner looking for a quick and easy way to super-charge your sales and profits and increase customer satisfaction and repeat trips…don’t delay! Contact us today to learn more!! https://tworld.com/locations/Ohio/cincinnati/listings/High‑Margin-Gourmet-Cookie-Licensing-Opportunity

California
Established B2B Advisory & Professional Services Firm for Sale
Call/Email
CF : $ 3,000,000
The Company is a U.S.-based B2B professional services business providing analytical, strategic, and financial advisory support to corporate and institutional clients. Assignments can include financial analysis, valuation support, strategic planning, market and industry research, transaction readiness, diligence coordination, project management, and related advisory work. The business is supported by experienced professionals, established internal workflows, and scalable administrative infrastructure. Revenue is generated through client engagements with varying scopes and durations. Growth opportunities include expanded business development, additional professional capacity, deeper penetration of existing relationships, and complementary services. Information regarding industry focus, service concentration, client mix, personnel, organizational structure, detailed financial performance, and other identifying operating characteristics will be provided following NDA. NDA is required to receive a comprehensive Confidential Information Memorandum (CIM) prepared by ProNova Partners.

Orange County, California
Direct Lending And Real Estate Investment - 30 Yrs
$ 30,000,000
CF : $ 5,680,586
In business for 30 years, this 100% service-oriented company is highly profitable and provides direct lending services and real estate investments. The business enjoys a stellar reputation and brand awareness in the industry, serving thousands of clients and investors over the decades. The business has been on a strong upward curve, with an average year over year revenue growth of over 35% since 2020. It has well-developed systems and processes in place to allow for future growth and expansion. Other investment highlights include: - A multi-source revenue business including loan origination, servicing, investments and trustee fees, thus controlling and benefiting from all aspects of the life cycle of the loan. - Long-term relationships between the business and, brokers and investors. - Great employees with experienced leaders in each department. - Serving clients in eight states (starting in 2020) with expected expansion onto additional states within the next two years. - On average, the company closes 60 to 100 loans each month, with most months exceeding 75. - As one of the oldest private money lenders in California, the pipeline of the business is largely generated by broker referrals. *** $5,000,000 in cash or trust deeds included in the sale. ***

Fresno, California
Allstate Agency in Fresno County 42 years Location
$ 935,000
CF : $ 450,000
Picture yourself owning a thriving Allstate insurance agency that's been serving Fresno families since 1977. This isn't just another business opportunity - it's your chance to step into a well-oiled machine that practically runs itself. You'll inherit nearly four decades of hard-earned trust and relationships. The numbers speak for themselves: $6.19 million in annual premium revenue flowing through renewals, which means your income starts on day one. But here's what really sets this apart - a remarkable 43% loss ratio that blows industry standards out of the water. That's the kind of performance that makes Allstate corporate take notice. Your team is already in place and ready to welcome you. Two fully licensed professionals who know the business inside and out, ensuring you won't miss a beat during transition. They've helped achieve an impressive 87% client retention rate, which means these aren't just policies - they're relationships built on trust and excellent service. What you'll love most is the peace of mind this business offers. While other agencies struggle with unpredictable claims, your low loss ratio means steady, reliable profits. You'll handle the full spectrum of insurance needs - auto, home, life, and commercial - giving you multiple revenue streams and the ability to truly serve your community. The current owner understands that buying a business is a big step, which is why they're offering owner help with carrying a Note financing a ten-year note. This shows their confidence in what they've built and makes your transition smoother. Imagine walking into your own established agency in prime Fresno County, where the phones are already ringing with loyal customers, your experienced team greets you with solutions, not problems, and you can focus on growing something that's already proven successful. This is your opportunity to own a piece of the American dream - a profitable, respected business that serves real families in their most important moments. The foundation is solid, the team is ready, and the community is waiting for you to continue this legacy of excellence. After 40 years of dedication, the owner is ready to pass the torch. The question is: are you ready to catch it?

Lenawee County, Michigan
Truck Insurance Agency for Sale in Michigan
$ 650,000
This primarily trucking-focused insurance agency/book has an active book of approximately $1.18M in in-force premium, and $112,637 in commissions with carrier relationships including Progressive MI, Highlander Specialty, Lloyd’s of London, Hartwell, Berkshire, Progressive Southeastern, Accredited, and GEICO. The book is currently written in MI, IL, ID, IA, TX, FL, NJ, PA, and OH, with the majority of accounts consisting of 1–5 unit trucking risks. The business is operated by the owner with support from a virtual CSR, creating a lean operating model with potential upside for a buyer that already has existing infrastructure, carrier access, servicing capacity, or trucking insurance experience. Signed NDA and proof of funds are required prior to receiving additional information, except for buyers listed on Insurance Journal’s Top 100 Agencies list. Interested buyers should contact the broker to submit their best offer. **Buyer must hold a Property & Casualty license to acquire this agency/book.**

Torrance, California
Well-Established South Bay Mercury & P&C Book
$ 1,800,000
CF : $ 486,423
This South Bay-based Mercury and Independent Property & Casualty book of business has provided comprehensive coverage of its community’s evolving needs for nearly 30 years. Thanks to long-standing relationships with top carriers such as Mercury, Safeco, Kemper, Progressive, National General, Foremost, and Pacific Specialty, the business operates as a comprehensive insurance hub. Potential Buyers of this book MUST have a California Mercury Appointment. Individuals and local business owners have long benefited from tailored auto,general liability, renters, commercial, watercraft, motorcycle, and umbrella policies. The Seller boasts high retention rates and a stable base of long-term clients. Retention is approximately 93% for P&C, representing stable, long-term clients. The policy breakdown is approximately 23% homeowners, 70% auto, and 5% commercial. There are 806 Mercury policies. The use of modern technology has made processes more efficient, turning the operation into a turnkey operation for a Buyer. The business uses QQ Catalyst CRM and integrated rating platforms, including FSC Rater and PL Rater. NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

Orange County, California
Insurance Agency for Sale in Orange County
$ 1,485,000
CF : $ 680,000
This is a successful thriving insurance agency that's been serving the in a Orange County community for three decades. This isn't just any agency - it's a perfect Allstate location with impressive numbers that'll make you smile: retention rates in the high 87 per cent and a low loss ratio that is only 34% which speaks of quality client relationships. You'll inherit a seasoned team of licensed professionals who've been with the business long-term. They're already trained and ready to help you hit the ground running, selling everything from personal auto and home insurance to commercial policies and life insurance. No need to worry about starting from scratch or building a team - it's all here waiting for you. The current owner has built something special over 20 years, and now he's ready to retire. But here's the best part: she's committed to staying on to train you personally and help you meet Allstate's company goals. You'll have her decades of experience guiding you through the transition, ensuring you understand every aspect of the business. This is your chance to step into an established operation with proven systems, loyal clients, and strong financial performance. The foundation is solid, the team is experienced, and the community relationships are already built. You'll be acquiring not just a business, but a legacy of trust and service that spans 2 1/2 decades. For more details about this exceptional opportunity.
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