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This book of business has an enviable client base and strong client retention and referrals. This unique opportunity is well situated for an experienced insurance broker to inorganically acquire high profile clients in the LA region.
With a strong history of growing revenues and profitability, this book will not last long. Acquire the business and employee to grow a new office, or just the book and juice your revenues, lots of ways to slice this one. Do not wait around, the Owner would like to be closed and out by September 1st.
NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by broker.
Facilities: The 400 sq ft offices are rented in the Marina Del Rey area.
Growth & Expansion: This business does not advertise and generates a huge amount of business from client references. This could be a great opportunity for an already established insurance business that competes on operational advantages.
Financing: TBD if structure and terms are acceptable.
Support & Training: As needed – specific terms for transition support can be negotiated.
Reason for Selling: Ready to retire.
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Disclaimer: DealStream has not independently verified any of the information in this listing and makes no warranty as to its accuracy or completeness. This listing does not constitute an offer to sell, solicit or make an offer to buy an investment interest. Offers to sell, or the solicitation of offers to buy, any security can only be made through official offering documents, such as a subscription agreement and private placement memorandum.