This is a rare chance for a driven entrepreneur to acquire a $4 million premium segment from a flourishing insurance agency with a total premium book of approximately $15 million. This fractional ownership offers an excellent foundation with instant access to an established clientele and consistent revenue. The sale aligns with the agency’s strategic vision of legacy planning to enhance efficiency and promote growth with the addition of a new owner.

Key Highlights:
• Robust Book of Business: Gain immediate income from a meticulously managed $4 million premium portfolio.
• Guidance and Mentorship: Receive direct mentorship and ongoing support from the current agency owner.
• Optimized Overhead: Initial staffing requirements are reduced, with existing support staff in place to assist.
• Enhanced Profit Potential: First-year bonus projections range from $100,000 to $175,000.
• Consistent Growth: Expect organic premium growth of approximately 10% annually.

Ideal Buyer:
We are looking for individuals with a background in the insurance industry and substantial financial resources, eager to step into a profitable business model with comprehensive mentorship. This opportunity is ideal for ambitious professionals ready to expand within a proven operational structure.

Transition Plan:
A well-structured transition plan is in place to ensure a smooth transfer of client relationships, backed by thorough training and mentorship if desired. This can guarantee a seamless business continuity and sustained client satisfaction.

Why Invest in This Agency?
• Immediate revenue from an established and reliable book of business.
• Expert mentorship from a seasoned agency owner.
• Lower initial staffing and operational costs, enhancing profitability.
• Expanded marketing and growth initiatives.
• Immediate access to a proven recruiting system to support staffing needs.