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Fremont, Alameda County, California
Captive Insurance Book - Established, Diverse
Asking Price
$505,000
Revenue
$253,508
Down
Call/Email
Cash Flow
$181,646
Name: Rick Carlson
Phone: Show phone number
Name
Rick Carlson
Phone
Show phone number
Description
NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
Detailed Information
Facilities: The business is located roadside with 750 SF including a main reception area with two desks for customers and two private offices. The lease is on an annual basis expiring in January of 2025. The business has been here for 3.5 years and the Seller pays $1,585 per month.
Competition: While a competitive market, there have been many changes in the insurance market that will soon create more opportunities as some carriers leave the market. Farmers Insurance remains in the market and working through a restructuring process with the Insurance Commissioner.
Growth & Expansion: The Seller recognizes a need for someone who is good at social media advertising and continued involved in the community to reach as many people as possible.
Financing: TBD if structure and terms are acceptable.
Support & Training: As needed – specific terms for transition support can be negotiated. The Seller wishes to facilitate a successful and smooth transfer of the Business.
Reason for Selling: The Seller is looking to go back to his roots in an unrelated industry.
Posting Information
Posting ID:
286947
Business Category:
Banking & Finance, Service
Business Types:
Insurance Service, Insurance Brokerage
Keywords:
Fremont, alameda county, california, insurance
Attributes:
Broker Cooperation
Financial Assistance
Owner/Seller Financing
Training And Support
Send NDA Request
Please complete the form below to request the NDA for this listing. The broker will review your request and send the NDA for you to sign.
Once signed, you’ll receive access to confidential business details including the business name, address, and financials.
Posting Title
Captive Insurance Book - Established, Diverse
Posting ID
#286947
Full Name (Required)
Email (Required)
Phone (Required)
Your NDA Request has been Sent!
Please check your email for updates — the seller will send you the NDA to review and sign before sharing any confidential details.
Agent, Broker or Seller Contact
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