Commercial P&C Insurance Agency in Fountain Valley, California

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Financial Details

Asking Price:
$850,000
Annual Revenue:
$340,250
Cash Flow / SDE:
$246,339
Valuation Multiple:
3.5x
Location:
Fountain Valley, CA, US
Source:
Date:
June 25, 2025

Key Highlights

- Commercial P&C insurance agency in Fountain Valley, CA.
- Caters to Mandarin and English-speaking small business owners, especially restaurants.
- Strong carrier relationships with Travelers, UCA, and Berkshire Hathaway.

Description

A commercial P&C insurance agency located in Fountain Valley, California. The agency has a client base of Mandarin and English-speaking small business owners, primarily in the restaurant industry. The agency is on track for a 10% year-over-year increase. The top carriers are Travelers, UCA and Berkshire Hathaway. The seller is ready to retire.

Industry Information

Industry Description:
Insurance
Classification:
Financial Services

Listing Details

Listing ID:
57987180-2c13-401a-b6cb-867a372f37f9
Deal Status:
For Sale
Date Posted:
June 25, 2025
Last Updated:
June 25, 2025
Currency:
USD

Features & Tags

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