Established Insurance Agency
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ESTABLISHED INSURANCE AGENCY - TURN-KEY OPPORTUNITY
This well-established insurance agency in Shasta County, California presents a rare turn-key acquisition opportunity with immediate revenue potential and strong growth prospects. Operating successfully for years, the agency has built a loyal client base and maintains a solid reputation in the Northern California market.
FINANCIAL PERFORMANCE
Annual Revenue: $264,000
Seller's Discretionary Earnings: $155,651
Asking Price: $340,000
Strong cash flow with 59% SDE margin demonstrates operational efficiency
BUSINESS HIGHLIGHTS
• Fully operational with established client relationships and recurring revenue stream
• Complete turn-key setup including all furniture, fixtures, and equipment ($20,000 value)
• Experienced staff in place providing seamless transition and operational continuity
• Prime location with high visibility and walk-in traffic potential
• 1,000 sq ft professional office space with affordable lease at $1,200/month
• Long-term client accounts creating stable renewal income and referral business
OPERATIONAL ADVANTAGES
The agency comes fully equipped with professional office furnishings, multiple computer workstations, communication systems, and organized client files. All exterior and interior signage conveys with the sale, maintaining brand recognition and market presence.
GROWTH OPPORTUNITIES
Northern California's growing population creates excellent expansion potential through:
• Digital marketing initiatives
• Enhanced referral partnerships
• Additional insurance product offerings
• Commercial account development
IDEAL BUYER PROFILE
Perfect for insurance professionals seeking agency ownership, existing agents expanding territory, or entrepreneurs wanting a stable service business with recurring revenue.
REASON FOR SALE
Owner relocating out of state, creating opportunity for qualified buyer to acquire established operation.
This represents an exceptional opportunity to acquire a profitable, fully-operational insurance agency positioned for continued success in a growing market.
This well-established insurance agency in Shasta County, California presents a rare turn-key acquisition opportunity with immediate revenue potential and strong growth prospects. Operating successfully for years, the agency has built a loyal client base and maintains a solid reputation in the Northern California market.
FINANCIAL PERFORMANCE
Annual Revenue: $264,000
Seller's Discretionary Earnings: $155,651
Asking Price: $340,000
Strong cash flow with 59% SDE margin demonstrates operational efficiency
BUSINESS HIGHLIGHTS
• Fully operational with established client relationships and recurring revenue stream
• Complete turn-key setup including all furniture, fixtures, and equipment ($20,000 value)
• Experienced staff in place providing seamless transition and operational continuity
• Prime location with high visibility and walk-in traffic potential
• 1,000 sq ft professional office space with affordable lease at $1,200/month
• Long-term client accounts creating stable renewal income and referral business
OPERATIONAL ADVANTAGES
The agency comes fully equipped with professional office furnishings, multiple computer workstations, communication systems, and organized client files. All exterior and interior signage conveys with the sale, maintaining brand recognition and market presence.
GROWTH OPPORTUNITIES
Northern California's growing population creates excellent expansion potential through:
• Digital marketing initiatives
• Enhanced referral partnerships
• Additional insurance product offerings
• Commercial account development
IDEAL BUYER PROFILE
Perfect for insurance professionals seeking agency ownership, existing agents expanding territory, or entrepreneurs wanting a stable service business with recurring revenue.
REASON FOR SALE
Owner relocating out of state, creating opportunity for qualified buyer to acquire established operation.
This represents an exceptional opportunity to acquire a profitable, fully-operational insurance agency positioned for continued success in a growing market.
About the Business
- Employees
- 2 Full-time
Knowledgeable and reliable. - Facilities & Assets
- Prime Northern California Location. Everything needed to run the business smoothly is included in the sale, allowing a seamless transition for the new owner.
Included with the purchase:
Office desks and professional furnishings
Multiple computer workstations
Printers and office equipment
Phones and communication systems
Exterior and interior business signage
Organized client files and operational systems
The office is professionally set up to support both client meetings and efficient day-to-day operations. - Market Outlook / Competition
- The agency’s book of business consists of long-term clients who rely on the agency for personal guidance and trusted insurance solutions. Many accounts have been with the agency for years, creating dependable renewal income and a stable revenue stream.
These relationships have been built on service, integrity, and local presence—qualities that continue to generate referrals and repeat business. - Opportunities for Growth
- While the agency already has a solid foundation, there are significant opportunities for additional growth. Expanding digital marketing, strengthening referral partnerships, and adding additional insurance products can further increase revenue and market share.
Northern California’s growing population and continued demand for insurance services create an excellent environment for long-term business success.
Real Estate
- Owned or Leased
- Leased
- Building Sq. Ft.
- 1,000
- Rent
- $1,200.00 per month
About the Sale
- Seller Motivation
- Relocating out of state
- Transition Support
- Experienced Staff in Place
Their knowledge and familiarity with the client base provide valuable continuity during the transition to new ownership.
With trained team members already in place, a new owner can focus on growth, client relationships, and strategic development rather than hiring and training from scratch.
Listing Info
- ID
- 2477991
- Listing Views
- 302
Listing ID: 2477991 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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