Established NorCal Captive Insurance Book of Business
Fremont, CA
| Asking Price: | $398,000 |
| Gross Revenue: | $253,508 |
| Established Year: | 2021 |
| Cash Flow: | $181,646 |
| FF&E: | $39,000 |
Listing ID: 2247328Listing provided by BizBuySell
BUSINESS DESCRIPTION
captive Insurance Book of Business
PRICE REDUCTION - FIRE SALE
This Company offers a diverse range of protections for its clients in Central California including Home, Business, Life, Auto, Workers Comp, and General Liability Insurance. “It’s time to join a fantastic Company that can insure & secure your family!” The owner's focus on community involvement—participating in local high schools, the Chamber of Commerce, and coaching local sports teams—has fostered a strong network and a healthy referral base. A recent remodel and prime location enhance the business's visibility and accessibility, attracting walk-in customers regularly.
NDA is required to receive an Executive Summary crafted by ProNova Partners.
DETAILED INFORMATION
Location
Fremont, CA
Inventory
Not Included in asking price
Employees
2
Furnitures, Fixture & Equipment(FF&E)
Included in Asking Price
Facilities
The business is located roadside with 750 SF including a main reception area with two desks for customers and two private offices. The lease is on an annual basis expiring in January of 2025. The business has been here for 3.5 years and the Seller pays $1,585 per month.
Competition
As needed – specific terms for transition support can be negotiated. The Seller wishes to facilitate a successful and smooth transfer of the Business.
Growth & Expansion
The Seller recognizes a need for someone who is good at social media advertising and continued involved in the community to reach as many people as possible.
Financing
TBD if structure and terms are acceptable.
Support & Training
As needed – specific terms for transition support can be negotiated. The Seller wishes to facilitate a successful and smooth transfer of the Business.
Reason for Selling
The Seller is looking to go back to his roots in an unrelated industry.
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