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Shasta County, CA

This offering includes two well-established (40+ years in business) award-winning agencies, bundled together. Strategically located in two separate charming and scenic communities in Northern California. These agencies are nestled in areas known for their close-knit, welcoming atmosphere and historic appeal, fostering strong customer loyalty over decades.

With a total premium of over $13.5M, the agency consistently is an elite performer with highly profitable metrics. The long-tenured staff, combined with optimized low expenses, ensures efficient and effective operations. The agency has SOP's in place and an ongoing blueprint for success for the new buyer. Additionally, the agency will come with a massive amount of lead data that will help the new owner continually have success. The agency is set up for continued growth and success to be managed remotely.

The owner is willing to provide training and support to ensure a smooth transition for the buyer.
This is an outstanding opportunity to acquire two thriving agencies with strong customer loyalty and proven profitability. Book your discovery call today, before someone else does.

Financials
  • Asking Price
    $2,900,000
  • Agency Earned Premium
    $13,500,000
  • Agency Revenues (Annual)
    NDA
  • Agency Overhead Expenses (Annual)
    NDA
  • Policies in Force
    NDA
  • Retention Ratio
    NDA
  • Loss Ratio
    NDA
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