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For Sale: Independent PC Insurance Agency - Orange County

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Current Status: Active     Posting #: 267265     Last Refreshed: 5/17/21    
Contact: Rick Carlson At 8337766682  -  Also Email This Contact Below
Asking Price:  $395,000     Down Payment:  Call / Email     Annual SDC:  $50,000     Annual Gross:  $112,000    
Business Address:  None Given     City:  Mission Viejo     Zip:  None Given    
Attributes:  Broker-Broker Coop, Training & Support, Relocatable
Print Non-Disclosure Agreement       View All For Sale & Wanted To Buy Postings & Content From Rick Carlson
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.

Detailed Information

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.

Competition: 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.

Growth & Expansion: 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!

Financing: Cash sale preferred

Support & Training: Seller will help with transition for up to 4 weeks.

Reason for Selling: Moving out of state

To get more information about this Independent PC Insurance Agency business for sale in Orange County please phone Rick Carlson (Agent - BRE License #:01820673) at 8337766682 - if you get voicemail please leave a detailed message - make sure you mention you saw this posting/ad #267265 on BizBen.com. In addition to phoning Rick Carlson, make sure you email Rick Carlson above to get more info about this Independent PC Insurance Agency, to ask any questions or request an appointment to see this business for sale. Thank you.


Email Rick Carlson Below About This Posting
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For Best Results & Response, Email & Phone This Contact: Rick Carlson at 8337766682.
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