Share This Info:  
BizBen Posting Details

For Sale: P&C Insurance Agency - Preferred Lines - San Diego County

Save This Posting    Share This Posting    My Notes    NDA    Print    Monitor    Report    Add A New Posting

Current Status: Active     Posting #: 250673     Last Refreshed: 6/11/19     BRE License #: 01820673    
Contact: Rick Carlson At 833-776-6682 x809  -  Also Email This Contact Below
Price:  $330,000     Down:  Call     Adjusted Net:  $100,000     Revenue:  $183,836    
Business Address:  None Given     City:  Carlsbad     Zip:  92008    
Attributes:  Financial Assistance, Training & Support, Owner Financing     Cooperation With Brokers?  Yes

  Email Rick Carlson Below About This Posting
Your Name:
      Your Email:
      Your Phone:
Your Questions And Message To Rick Carlson: 

No Spam
For Best Results & Response, Email & Phone This Contact: Rick Carlson at 833-776-6682 x809.

  Description About This Posting: P&C Insurance Agency - Preferred Lines
The agency is a full- service captive agency under Farmers Insurance Group. The business is currently marketing, selling and servicing Homeowners, Auto, Commercial, P&C, Workers Compensation and Life insurance for Farmers Insurance. Gross revenue has been consistent over the last 24 months. The agency has consistently written profitable business and prides itself on strong customer service. The retention of the agency is good at 86%. The current policy in force count is 1,511 of which 88% represents Personal Lines Auto and Home. The remaining revenue consist of Life and Commercial.

A suitable buyer will submit an NDA and proof of financial assets to purchase the Agency. The buyer will also meet all requirements of Farmers Insurance.

Detailed Information

Facilities: The office is in a high visibility area that generates walk in clients. The office lease, phone, fax and staff are fully transferable to the right buyer.

Competition: Competition always exists in P&C Insurance. Farmers Insurance Clients tend to be loyal to the brand and to their policies as long as customer service is maintained and rates don't change drastically.

Growth & Expansion: Primarily a renewal book. Farmers Insurance provides excellent marketing support to help you continue to grow this book of business.

Support & Training: Comprehensive training provided by Farmers Insurance

Reason for Selling: Illness

Financing: Available with the right offer

To get more information about this P&C Insurance Agency - Preferred Lines business for sale in San Diego County please phone Rick Carlson (Agent - BRE License #:01820673) at 833-776-6682 x809 - if you get voicemail please leave a detailed message - make sure you mention you saw this posting/ad #250673 on BizBen.com. In addition to phoning Rick Carlson, make sure you email Rick Carlson above to get more info about this P&C Insurance Agency - Preferred Lines, to ask any questions or request an appointment to see this business for sale, franchise, or opportunity. Thank you.

  Related Links And Information Regarding This Posting
Notes
My Posting Notes


  Helpful Resources To Assist In Selling And Buying California Businesses

Ken Oppeltz, Business Broker, San Diego County

We have been San Diegos premier business broker and merger and acquisition specialist since 1989. Staffed with some of the best-qualified and most experienced business brokers in the industry, our professionals have all earned or are candidates for the Certified Business Intermediary (CBI).

Peter Siegel, MBA - SBA Loans, Non SBA Financing Assistance

For over 25 years I have provided niche business purchase financial advisory and loan placement services with SBA and Non-SBA Loans, Retirement Plan Conversions, Private Investors, etc. Financing amounts available: $20K to $7MM. Call today to get pre-qualified or receive financing: 866-270-6278.

Diane Boudreau-Tschetter: Escrow And Bulk Sale Services

California Business Escrow, Inc. is a full service independent escrow company serving all of California and has expertise in a wide range of escrows. Our team prides itself on providing an exceptional escrow experience. For more info phone Diane Boudreau-Tschetter at 888-383-3331 or 209-838-1100.

Willard Michlin, CPA, Certified Fraud Examiner, Due Diligence Services

Willard Michlin, CPA #106752, offers buyers step by step training & assistance in doing Due Diligence Services when they are thinking of making an offer, or are in process of investigating a business purchase. He helps to determine the actual net profit even when there is cash. Call 805-428-2063.


  Related Articles, Events, Blog Posts, Discussions, Videos, Interviews

FREE Workshop: Due-Diligence When Buying/Selling A Small Business

This workshop is about the due diligence process of buying & selling a business. Sat's - Monthly (refreshments will be served) in Southern California. Phone Willard Michlin (CPA, Certified Fraud Examiner, Due Diligence Expert, Business Broker). Phone 805-428-2063 to RSVP. Click On Link For Schedule.

Due Diligence Checklist: 10 Key Items To Investigate When Buying Businesses

Buying a California small business involves reviewing due diligence checklists so buyers can learn enough to determine whether to proceed with a deal. Here's a due diligence checklist. Peter Siegel, MBA (BizBen ProBuy Advisor & Business Purchase Financing Expert) at 925-785-3118 shares his views.

What Is The Typical Business Broker Fee For Sellers And Buyers? Who Pays It?

Was just asked the question from a business owner what the "typical commission" amount is for a broker or agent and if upfront fees are common? Thought this might be a great Discussion topic on BizBen for both business owner/sellers and potentially for business buyers (buyer representation).

Unreported Income: Should Sellers Disclose Unreported Cash To Buyers?

Should owners who offer a business for sale reveal to prospective buyers any income that is not recorded in the books? This is a controversial topic with arguments both for and against. Most business sales intermediaries believe if you don't pay tax on it, you can't claim it. Some sellers disagree.

Buyer Beware: Does A Company's Culture Effect The Sale Of A Small Business?

When purchasing a small to mid-szied CA business, there are a many items to evaluate. One area that is often overlooked is the business's office culture. Peter Siegel, MBA with BizBen discusses with business buyers the importance of understanding how the business "feels" on a day-to-day basis.

BizBen Index: Weekly Results - 274 California Businesses Sold 5/21 - 5/25

For the week of 5/21 thru 5/25, 274 California small businesses were sold by business owners, business brokers, and agents. In 2017 16,956 CA small businesses were sold. So far this year (2018) 3,896 small to mid-sized California businesses have sold so far by business owners, agents, and brokers.

Business Purchase Financing Expert Gives Tips On Proving Cash Flow

What are the actual "provable" adjusted net earnings (cash flow) of a small to mid-sized business being purchased? Buyers need to look carefully at all financial info for the "real" adjusted net income or cash flow. Peter Siegel, MBA (business purchase financing expert) at 925-785-3118 explains.

What Factors Are Considered In Valuing A Small Business? Advisors Weigh In

Valuing a small business is not guess work. It's not what some other businesses of the same type may have or may not have been sold for, it's not even what a business owner "feels" they want or deserve. It is a formula based on many factors. Peter Siegel, MBA from BizBen & others discuss this topic.

See All News, Tips And Events


Close
Business Purchase Financing SBA Loans
BizBen Podcasts Live
Chuck Post Laundromat Industry Expert
Michael Brewer, ABC License Consultant
Facebook
Twitter
Linkedin
Google Plus You Tube
Vlogs and Podcasts
Business Purchase Financing Assistance And Loan Placement
Live Podcasts On BizBen
Diane Boudreau-Tschetter California Business Escrow, Inc.


Auto Related
Business Services
Children Related
Communication Related
Computer, Internet Related
Construction Related
Entertainment Related
Financial Services
Health, Beauty Related
Home Improvement Related
Maintenance Related
Manufacturing Related
Media, Publishing Related
Pet Related
Photography/Video Related
Real Estate Services
Restaurant, Food Related
Retail Related
Service Related
Sports Related
Transportation Related
Travel Related
Wholesale Related

Auto Body Shops
Auto Repair Shops
Bakeries
Bars, Sports Bars
Cafe Restaurants
Car Washes
Cleaning Services
Clothing, Apparel Stores
Coffee Shops
Convenience Stores
Deli Restaurants
Discount, Dollar Stores
Dry Cleaners
eCommerce Websites
Fast Food Restaurants
Florists, Flower Shops
Full Service Restaurants
Gas Stations
Gift Shops
Gyms, Fitness Facilities
Home Health Agencies
Hotels/Motels
Ice Cream Shops
Juice, Smoothie Shops
Laundromats
Liquor Stores
Markets, Marts
Nightclubs
Pizza Restaurants
Postal, Shipping Stores
Preschools, Day Care
Print Shops
Salons, Beauty Shops
Sandwich Shops
Smog Test Only Shops
Smoke Shops
Spas, Med Spas
Sushi Restaurants
Tire Shops
Towing Services
Vending Routes
Wireless, Cellular Shops
Yogurt Shops

Alameda
Alpine
Amador
Butte
Calaveras
Colusa
Contra Costa
Del Norte
El Dorado
Fresno
Glenn
Humboldt
Imperial
Inyo
Kern
Kings
Lake
Lassen
Los Angeles
Madera
Marin
Mariposa
Mendocino
Merced
Modoc
Mono
Monterey
Napa
Nevada
Orange
Placer
Plumas
Riverside
Sacramento
San Benito
San Bernardino
San Diego
San Francisco
San Joaquin
San Luis Obis
San Mateo
Santa Barbara
Santa Clara
Santa Cruz
Shasta
Sierra
Siskiyou
Solano
Sonoma
Stanislaus
Sutter
Tehama
Trinity
Tulare
Tuolumne
Ventura
Yolo
Yuba

0 to $99,999
$100,000 to $249,999
$250,000 to $499,999
$500,000 to $999,999
$1 million to $2 million
over $2 million



BizBen - Where California Deals Get Done! 888-212-4747
7172 Regional Street #364 · Dublin, CA. 94568
BizBen · Copyright © 1994 - 2019, All Rights Reserved

               Vlogs and Podcasts  
Join Us On Social Media - Content Updated Daily
Sign Up Today - For Our FREE BizBen Weekly Email Newsletter
Includes The Best Info On Buying, Selling, Valuing, Financing California Businesses:
Articles, Blog Posts, Podcasts, Videos/Vlogs, Discussions, Q&A, Workshops, Webinars,
Resources. Watch For An Email Confirmation After Signing Up Above. Thank you.
Clost Login


Please confirm your registration by clicking the link we've sent to .

If you can't see it, please check your junk mail folder.

If you have any problems registering, or need assistance with your new BizBen User Account please phone BizBen Customer Support at 888-212-4747.



First Name:*
Last Name:*
Email Address:*
Confirm Email:*
Create Password:*
Confirm Password:*
Phone:
(   
 


You Are A:
Individual
 
Intermediary
 

Email Address:
Password:
 
Search BizBen.com

500 New & Refreshed Detailed Postings Daily
Over 2500 Resources Available On BizBen
Since 1994. Where California Deals Get Done!
BizBen Index: Weekly Results - 274 California Businesses Sold 5/21 - 5/2...
Read More News
Getting An SBA Loan To Buy A Small Business: Dispelling Some Major Myths...
Read More News