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Los Angeles, Los Angeles County, California
Mercury Book of Business for Growth Potential!
Asking Price
$395,000
Revenue
$264,500
Down
Call/Email
Cash Flow
$264,500
Name: Rick Carlson
Phone: Show phone number
Name
Rick Carlson
Phone
Show phone number
Description
Client retention rate is 92 percent.
A Buyer MUST have sufficient financial credentials to qualify and have an existing Mercury appointment in good standing. The Buyer’s agency should generate at least $2 million in premiums to absorb current loss ratios.
The two highest-producing lines are Personal Auto and Personal Property. Personal Umbrella was the fastest-growing line in 2024. Year to date Commissions are $186,157.75 with premiums at $1,615,968.
Mercury has approved the sale. Conversations with the regional representative can be scheduled once an LOI has been signed.
NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
Detailed Information
Facilities: No facilities are included with this transaction.
Competition: Established Mercury policies are highly sought after.
Growth & Expansion: By integrating these policies into their operations, a buyer can quickly expand market share and revenue and potentially qualify for higher bonuses.
Support & Training: To ensure a smooth transition and ongoing success, the Sellers will work with a buyer for one month, up to 10 hours a week.
Reason for Selling: To ensure client needs are prioritized and well served.
Business Details
Year Established:
2011
Employees:
5
Reason for sale:
To ensure client needs are prioritized and well served
Support & Training:
To ensure a smooth transition and ongoing success, the Sellers will work with a buyer for one month, up to 10 hours a week.
Property Information
Premises Details:
No facilities are included with this transaction
Posting Information
Posting ID:
292672
Business Category:
Service, Banking & Finance
Business Types:
Insurance Service, Insurance Brokerage
Keywords:
Los Angeles, Los Angeles county, california, mercury, insurance, auto
Attributes:
Broker Cooperation
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
Mercury Book of Business for Growth Potential!
Posting ID
#292672
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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