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Confidential Information Memorandum (CIM) available upon receipt of our short online NDA

Insurance agents looking to go independent?

Get established today in the Miami-Dade area with a diverse book of business that is 50% Commercial and 50% Personal lines clients! This upstart agency services 238 clients and is growing by leaps and bounds. Started at the tail end of 2019, the Agency is just now seeing its first full year of business and was started by two entrepeneurs who are selling to take advantage of a growth opportunity in their existing business. With almost $598,000.00 in premiums written in year one, the Agency is poised to grow its base of policies in force. Owners may stick around as a sales / producer type role in the right acquisition / buyer opportunity.

Full financial information available after signing NDA with Broker. NDA is required {LINK ABOVE} to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

Detailed Information:

Facilities: Portable

Competition: Insurance is a competitive business but the Sellers have attracted a good client book thus far.

Growth & Expansion: Cross sell additional coverages for buyers that are multi-disciplinary / financial services oriented.

Financing: Will consider, cash offers preferred.

Support & Training: Owner(s) will provide reasonable transition period with a possibility of a long term relationship subject to mutually beneficial terms and conditions.

Reason for Selling: Owners are entrepreneurs and are selling to focus on a growth opportunity in their existing business.

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