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Collier County, Florida
Asking Price
$1,800,000
Revenue
Call/Email
Down
$1,800,000
Cash Flow
Call/Email
Name: David Ballou
Name
David Ballou
Year Established:
2014
Employees:
2
FE&E:
$10,000
Reason for sale:
Personal Reasons
Lease Options:
$2,500
Listing Number:
7301-248012
Sales:
$452,000
Posting ID:
ID tw:91667 / Listing Number 7301-248012
Business Category:
Insurance
Keywords:
Transworld
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Collier County, Florida
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This is a very rare opportunity to own a fully operable P&C Insurance Agency located in one of the most desirable Florida markets, Naples. This agency has been in business for almost 14 years and is well known in the community. Mix of business is approximately 50% Homeowner, 35% Auto and 15% Commercial. The agency has all the major carrier appointments, including two for Progressive. Both partners are willing to stay on post-closing to continue to refer business and bring in new customers. The business needs an experienced operator who can bring a strong back-office presence. Beautiful office located just off of 5th Ave in downtown Naples’s walking distance to the Marina. Over $450,000 in commissions in 2025 and steady growth is expected in 20206. This not just a “buy the book” opportunity. Business will continue to come in post-closing, presenting a great opportunity to (1) Buy a high value existing book (2) Continue to grow the business with the Owner’s willingness and assistance post-closing. More staff and back-office support would result in immediate increase in sales https://tworld.com/locations/Florida/portstlucie/listings/Rare-Independent-P-C-Insurance-Agency-In-Naples-FL-

Everglades City, Florida
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The property consists of an approximately ±3,300 square foot Village Commercial building constructed in 1992. The City’s Village Commercial designation allows for a blend of residential and commercial uses, offering flexibility for a variety of operational concepts. The main roof is metal with connecting flat roof sections, and the building features updated kitchen appliances and a commercial hood system permitted in 2022. A privately owned 1,000-gallon propane tank, fully permitted and securely installed behind the building, is included (installed 2022). Existing infrastructure includes electrical and plumbing connections for a drive-thru board, along with a functioning drive-thru window. The restaurant currently offers indoor air-conditioned seating along with ample outdoor seating areas. A separate rear building with a shingle roof is also included, providing additional usable space. Inside, a popular ice cream and coffee shop operates within a separate room featuring its own entrance while remaining connected to the main restaurant, presenting expansion opportunities. The property also includes a dedicated gift shop area with room for future growth and additional retail potential. A one-bedroom residential unit on the second floor is presently homesteaded and may serve as owner living quarters or future rental use. The building offers significant income potential and operational flexibility for an owner-operator or investor. The restaurant business has been established for three years and continues to grow. https://tworld.com/locations/Florida/miami/listings/Historic-Landmark-Location-Restauarnt-with-Real-Estate

Naples, Florida
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Clark County, Washington
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This opportunity represents a turnkey acquisition of an established Medicare and individual health insurance book generating recurring, carrier paid commissions and continuous referrals from a long tenured client base. The portfolio manages more than $8.4 million in annual premium and benefits from an exceptionally strong 90%+ client retention rate driven by relationship based service and organic referrals. The client mix includes both Medicare and ACA Individual policyholders as well as a few small employer groups, with ACA members creating a natural Medicare age in pipeline for ongoing growth. The business operates fully remote through phone based consultations and maintains carrier appointments across Washington and Oregon, offering broad plan access and efficient renewal processes. This is an excellent fit for a licensed agent or agency seeking stable, increasing recurring revenue, high retention, continuous referrals and built in Medicare expansion opportunities. Key Highlights: Projected Commission Earnings 2026: $260,000+ Referral-Based growth (No marketing spend) Untapped Cross-Selling Ancillary Opportunities: Indemnity, Critical Illness, Accident etc. ACA Client Base Creating Medicare Sales Pipeline Recurring Carrier Paid Commissions with consistent year over year growth Home-Based/Fully Remote Operation $8.4M+ Premium Under Management 90%+ Client Retention 28+ Years’ Industry Experience Independent Since 2008 Historically, the book has grown organically through referrals and long standing client relationships, with no formal marketing activity. Under new ownership, opportunities exist to accelerate growth through targeted marketing initiatives, expanding referral partnerships, implementing digital marketing, community education programs and cross-selling ancillary products across the existing book. Together, these opportunities offer substantial potential for continued growth and long term revenue expansion. https://tworld.com/locations/Washington/portland/listings/Established-Health-Insurance-Book-Recurring-Commissions

Cook County, Illinois
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Wildly successful independent insurance agency for sale with minimum 35%+ year over year growth since 2020 focusing on mainly personal auto insurance AND a separate revenue stream (i.e. car registration that makes up 46% of revenue) located next to a DMV. We repeat that almost 50% of the revenue of this business comes from car registration sales. For those looking for only a book of insurance business to transfer without this additional revenue stream being taken into consideration, this business is not for you and will not value out based on typical insurance agency metrics. With excellent reviews, this agency has managed to sell and secure over 1,700 policies and 3,700+ customers with direct appointments (no aggregator) located in a southwest suburb of Cook County. Please also note there is a decent amount of non-standard policies within the book of business that is being sold, i.e. 25% standard / 75% non-standard. Carriers included, but are not limited to: Progressive, Nationwide, Berkshire Hathaway (Guard), Hartford, First Chicago, and Foremost. It comes with an excellent, affordable office space. Word of mouth has been their only source of growth so there is still tremendous room to grow with marketing. 2025 gross revenue was over $750k with $370k+ in SDE. Speaking Arabic would be an absolute plus, but not necessary based on the clientele and location of the agency. This an excellent tack on for a buyer that already has an agency and/or it can be rebranded as needed. The seller's preferences would be a buyer that already knows the insurance industry, but it can also serve as a massive head start for someone trying to break into the insurance industry. Inquire within for more information. PREFERRED CASH OR CONVENTIONAL LENDING BUYER FUNDING. Limitless. The agency is just getting going as of late and have just scratched the surfaced of their immediate marketing area. This is also with very minimal marketing. https://tworld.com/locations/Illinois/lagrange/listings/Established-Profitable-Independent-Insurance-Agency-for-Sale

Miami-Dade County, Florida
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This insurance agency specializes in Maritime and Commercial Insurance policies. Approximately 65% of the policies are of Maritime related insurance policies. The agency also does commercial and a smaller amount of Auto (abt 10%). Maritime book is strong, consisting of high valued yachts and boats. Business has excellent carrier appointments and work with top Brokers. Seller is the sole producer for the agency. The retention rate is very strong for this line (90%). Great book to cross sell other personal lines. Seller will stay on, and train a new buyer as needed and would even stay on to write new business as a part time agent. Most of clients are from the South Florida area. Diversify your book or expand!! Great opportunity to cross sell other insurance and financial products. https://tworld.com/locations/Florida/portstlucie/listings/Back-on-the-Market-Profitable-Specialty-Insurance-Agency

Monmouth County, New Jersey
UNDER CONTRACT: Insurance Consulting! 80% Recurring Revenue!
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UNDER CONTRACT! Specializing in Property and Casualty insurance, this insurance consulting office has been in business for over 30 years. Whereas insurance brokers get paid by insurance companies, they get paid by the insured. 80% of the business is recurring revenue through monthly retainers with 51 clients. Most of the clients are in the real estate business and have been working with them for over 10 years. Overhead is minimal so over 90% of the revenue goes straight to the bottom line. Owners have never spent any marketing dollars and have never went out to solicit business as 100% of their business has come via word of mouth and referrals. With some marketing and sales effort, the sky is the limit for this business! After a very lucrative career, owners are retiring, but are willing to stay on for up to 2 years to ensure a smooth transition. This business is pre-approved for SBA 7(a) financing for 90% of the purchase price, giving the new buyer the opportunity of a lifetime in putting down only 300k to buy a business that has a cashflow of over 700k (with unlimited growth potential). Due to the nature of the business and confidentiality with their client base; Signed NDA, Proof of Funds and a buyer interview with the broker are all required before receiving specifics. *Buyer must be able to work full time in NJ/NY as that is where the clients (and sellers) are based out of and there is a lot of in person interaction.* https://tworld.com/locations/New-Jersey/tricounty/listings/UNDER-CONTRACT:-Insurance-Consulting-80-Recurring-Revenue-

Naples, Florida
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Uniquely combined traditional and holistic full scale wellness centre positioned for growth in very strong market Prime location - in Naples medical district Runs semi-absentee with trained staff in place Capacity to grow – ability to increase by at least 50% with added hours, days and practitioners E2 Visa possibilities for international buyers Curated relationships in place with functional practitioners ready to be nurtured Well established 10+ year brand and reputation Full line of owned equipment in place to support high margin, niche treatments and services over $350K value Fully built-out center with reception, retail area, lounge & multiple private rooms over $300K value CRM with 8000+ size database for marketing -over $200K value Flexible to be leveraged as an Investor or Operator model, private practice could be added to increase revenue Fully built out Website with Online Booking and eCommerce capabilities Poised for additional revenue streams and strategic partnerships, current Owner is willing to collaborate and partner and consider mutliple deal structures Leases in place with additional 5 years options Proof of Funds and Resume Required to receive additional business information. Underutilized in terms of capacity and partnering opportunities https://tworld.com/locations/Florida/tampa/listings/Health-and-Wellness-Centre-in-Key-Medical-District-of-Naples
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