Independent P&C Insurance Agency with Mercury Book for Sale

Mission Viejo, CA (Orange County) (Relocatable)

Independent P&C Insurance Agency with Mercury Book for Sale
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Asking Price: $395,000

Cash Flow: $50,000

Gross Revenue: $112,000


FF&E: $0

Inventory: N/A

Established: 2011

Independent P&C Insurance Agency with Mercury Book for Sale

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Business Description

Agency with Mercury Book for Sale

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here:

An independent P&C Insurance Agency featuring a Mercury book and transferrable Mercury appointment, along with many other carriers, is being offered for sale in Mission Viejo, CA. This agency offers preferred personal lines as well as commercial policies, and a small number of surplus lines as well. No life or health. Clients are located throughout Southern California, with a healthy concentration in affluent South Orange County. High retention, light service required. Relocatable.

This is a great opportunity for a newly independent insurance agent, or for a roll-up for an existing agency. Asking price includes the book, appointments, all phone numbers, websites, etc. NDA required for comprehensive initial package.

NDA is required 'LINK ABOVE} to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

Detailed Information

Mission Viejo, CA
Current office space is on a month-to-month lease, and is in a beautiful office suites complex in Mission Viejo, CA. You can keep the current office or roll this business up into your current location – or work from home. Buyer’s choice.
Insurance remains a competitive industry. This agency has achieved growth by providing a personal level of customer service, offering many options for carriers and plans, and by creating raving fans among its customers.
Growth & Expansion:
Continue to serve the customers well and take advantage of resources provided by the SIAA – the largest insurance agency alliance in the U.S. This agency is a member of the alliance, and that membership will transfer to you!
Support & Training:
Seller will help with transition for up to 4 weeks.
Reason for Selling:
Moving out of state
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Karen Rennick, MBA

Business Listed By:
Karen Rennick, MBA

ProNova Partners

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