Listing ID: 201097

Location: Boise ID area


Asking Price
$95,000
SDE
$106,650

Gross Revenue
Year Established
Number of Employees
Inventory

N/A
2015
1
N/A

EBITDA
FF&E
Real Estate

N/A
N/A
N/A

Business Description

This well-established captive insurance agency has been in business for nearly a decade, offering a solid track record of success and profitability. Specializing in a wide range of insurance products, including home, auto, life, and commercial, the agency benefits from its affiliation with one of the nation's top-rated insurance companies, providing exceptional brand recognition, marketing support, and training resources._x000D__x000D_
_x000D__x000D_
With a seasoned staff and established operational systems in place, this turn-key business offers an attractive opportunity for either an experienced insurance professional or a newcomer to the industry.

Additional Information
Reason for Selling

Owners have other business interests

Support & Training

There will be training during the transition. The owners will introduce the employee and ensure she stays on to help the new owner. She has the ability to run the operations.

Market & Competition

Other insurance agency, but there isn't a major competitor. With all the growth Boise is experiencing there are plenty of clients.

Growth & Expansion

With the current owners dedicating part-time efforts over the last 2 years, there is a lot of growth opportunity. The following growth strategies and easy opportunities are recommended by the owner:_x000D__x000D_
- Financial services like roll over 401Ks and estate planning_x000D__x000D_
- Commercial accounts_x000D__x000D_
- Auto policies_x000D__x000D_
- Umbrellas_x000D__x000D_
- Start actively marketing_x000D__x000D_
- Actively networking_x000D__x000D_
_x000D__x000D_
The owners’ book of business have enough people that the new owner could make significant income by just getting to know the clients and selling them on services they do not currently have.

Listing Advisor

Contact Listing Advisor




Listing ID:
201097

Location
Boise ID area

Asking Price
$95,000

SDE
$106,650

Gross Revenue
N/A

Year Established
2015

Number of Employees
1

FF&E
N/A

Inventory
N/A

Real Estate
N/A

Business Description


This well-established captive insurance agency has been in business for nearly a decade, offering a solid track record of success and profitability. Specializing in a wide range of insurance products, including home, auto, life, and commercial, the agency benefits from its affiliation with one of the nation's top-rated insurance companies, providing exceptional brand recognition, marketing support, and training resources._x000D__x000D_
_x000D__x000D_
With a seasoned staff and established operational systems in place, this turn-key business offers an attractive opportunity for either an experienced insurance professional or a newcomer to the industry.


Additional Information
Reason for Selling

Owners have other business interests

Support & Training

There will be training during the transition. The owners will introduce the employee and ensure she stays on to help the new owner. She has the ability to run the operations.

Market & Competition

Other insurance agency, but there isn't a major competitor. With all the growth Boise is experiencing there are plenty of clients.

Growth & Expansion

With the current owners dedicating part-time efforts over the last 2 years, there is a lot of growth opportunity. The following growth strategies and easy opportunities are recommended by the owner:_x000D__x000D_
- Financial services like roll over 401Ks and estate planning_x000D__x000D_
- Commercial accounts_x000D__x000D_
- Auto policies_x000D__x000D_
- Umbrellas_x000D__x000D_
- Start actively marketing_x000D__x000D_
- Actively networking_x000D__x000D_
_x000D__x000D_
The owners’ book of business have enough people that the new owner could make significant income by just getting to know the clients and selling them on services they do not currently have.


Listing Advisor



https://bristolgrouponline.com/listing/564891/
Asking Price
$95,000

SDE
$106,650

Gross Rev.
N/A

Location
Boise ID area

Business Description

This well-established captive insurance agency has been in business for nearly a decade, offering a solid track record of success and profitability. Specializing in a wide range of insurance products, including home, auto, life, and commercial, the agency benefits from its affiliation with one of the nation's top-rated insurance companies, providing exceptional brand recognition, marketing support, and training resources._x000D__x000D_
_x000D__x000D_
With a seasoned staff and established operational systems in place, this turn-key business offers an attractive opportunity for either an experienced insurance professional or a newcomer to the industry.

Detailed Information
Internal ID
201097

Number of Employees
1

Year Established
2015

FF&E
N/A

Inventory
N/A

Real Estate
N/A

Additional Information
Reason for Selling

Owners have other business interests

Support & Training

There will be training during the transition. The owners will introduce the employee and ensure she stays on to help the new owner. She has the ability to run the operations.

Market & Competition

Other insurance agency, but there isn't a major competitor. With all the growth Boise is experiencing there are plenty of clients.

Growth & Expansion

With the current owners dedicating part-time efforts over the last 2 years, there is a lot of growth opportunity. The following growth strategies and easy opportunities are recommended by the owner:_x000D__x000D_
- Financial services like roll over 401Ks and estate planning_x000D__x000D_
- Commercial accounts_x000D__x000D_
- Auto policies_x000D__x000D_
- Umbrellas_x000D__x000D_
- Start actively marketing_x000D__x000D_
- Actively networking_x000D__x000D_
_x000D__x000D_
The owners’ book of business have enough people that the new owner could make significant income by just getting to know the clients and selling them on services they do not currently have.