Insurance Agency for Sale

San Jose, CA (Santa Clara County)

Asking Price: On Request
Business For Sale Details
Listed on Jun 15, 2024

Our agency currently manages a premium volume of $50 million, and we are exploring strategic options to either sell this book or merge with another agency to enhance growth and operational efficiencies.

Key Highlights of the Book:
Premium Volume: $40 million
Client Base: Well-established and diverse
Geographical Reach: CA, TX, FL, IL, and NY ( Licenses in all 50 States )
Product Lines: Group Benefits, Workers Comp, Property, Commercial Real Estate auto, home, life, commercial, etc

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Financials (USD)

Asking Price Not Disclosed

Cash Flow Not Disclosed

Sales Not Disclosed

Deal Terms

Represented by broker? Available On Request

Buyer Fee? Available On Request

Seller Financing? Available On Request

Willing to co-broke? Available On Request

Principals only? Available On Request

Franchise? Available On Request

Management will stay? Available On Request

Relocatable? Available On Request

Real Estate? Available On Request

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