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Listed by:

ProNova Partners

Broker license number: 01820673

Surplus Lines Insurance Agency In Camarillo For Sale

Camarillo, California - South, US
Asking Price:
$1,275,000
Sales Revenue:
$451,131
Cash Flow:
$228,701

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.

Property Information

Premises Details:

There are no facilities associated with this Agency.

Business Operation

Expansion Potential:

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.

Competition / Market:

There is a lot of competition in the Insurance industry. This is an excellent opportunity for growth through acquisition.

Reasons for selling:

The Seller is ready to retire.

Employees:
2
Years established:
59

Other Information

Support & training:

To ensure a smooth transition and ongoing success the Sellers will work with a buyer as needed with negotiated terms.

Owner financing:
Owner financing is available. Please contact the seller for more information.
Financing available:

TBD if structure and terms are acceptable.

Listed by

ProNova Partners

Broker license number: 01820673