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Camarillo, Ventura County, California
Surplus Lines Insurance Agency - Founded 1960s
Asking Price
$1,275,000
Revenue
$451,131
Down
Call/Email
Cash Flow
$228,701
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: There are no facilities associated with this Agency.
Competition: There is a lot of competition in the Insurance industry. This is an excellent opportunity for growth through acquisition.
Growth & Expansion: The Agency has significant growth potential, particularly in California, where additional markets, including past clients, can be tapped into. Additionally, the Agency is already recognized in a few other states, providing a foundation for expansion. With the right investment of time and effort, such as being a participant at client events, this specialized program has the potential to scale nationally, unlocking new opportunities and revenue streams.
Financing: TBD if structure and terms are acceptable.
Support & Training: To ensure a smooth transition and ongoing success the Sellers will work with a buyer as needed with negotiated terms.
Reason for Selling: The Seller is ready to retire.
Posting Information
Posting ID:
290522
Business Category:
Banking & Finance, Service
Business Types:
Insurance Service, Insurance Brokerage
Keywords:
Camarillo, ventura 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
Surplus Lines Insurance Agency - Founded 1960s
Posting ID
#290522
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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