This Agency presents an exceptional acquisition opportunity for a buyer seeking to expand in the niche market of Surplus Lines with a well-established foundation. Founded in the mid-1960's, the Agency has built a stellar reputation for serving an educated and licensed group of specialized professionals that continues to expand and grow and whose services will remain a perpetual need. Its tailored insurance program, exclusive agreements with wholesalers, and direct carrier appointments provide a competitive edge in the industry. With recurring client business, stable revenue trends ranging between $400,000 and $500,000, and minimal claims even during challenging market conditions, the Agency offers a unique blend of reliability and growth potential. The Seller's willingness to sign a non-compete agreement and assist with a smooth transition adds further value, making this a rare and attractive investment opportunity.

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: Retirement