Insurance Agency
Location Virginia,United States
Asking Price Range $250K - $500K
Gross Revenues $128566
Net Profit / Cash Flow $128566
Cash Flow Type EBITDA
Seller Finance Yes
Year Established 2002
Number of Employees 1 - 3
Relocatable Not Disclosed
Number of Employees 1 - 3
Real Estate Leased
Training The owner is willing to continue working in the...
Reason for Sale The owner wishes to spend more time with relatives
Description This owner operated business was established in 2002. This is an Insurance Company, focused primarily on the sale of Fixed Annuities and Fixed Indexed Annuities. The owner is a stockbroker and investment advisor who offers investment advice in a separate brokerage business. Although a separate and distinct business, this brokerage business can be included in a sale of the financial businesses, if appropriate. The financial businesses seek to offer clients, predominantly ages 55 and older, comprehensive financial services and financial products. These businesses focus primarily on existing estate planning clients, many of whom have been legal clients of a Law Firm also owned by the owner. The financial businesses began as ancillary businesses to the Law Firm, seeking to benefit from the strong existing relationships already in place. Growth in the financial businesses has occurred largely through client referrals and the mention of the financial businesses when meeting with existing legal clients. The customer base is primarily senior Virginians, ages 55 and above, residing in South Central Virginia. The financial businesses are not a franchise and are not a chain. The business can be home based and can be relocated. Contact for more information on this Insurance Agency business for sale.
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