Established Insurance Agency for Sale in San Juan Capistrano, CA

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Financial Details

Asking Price:
$305,000
Location:
San Juan Capistrano, CA, US
Sources:
Date:
May 24, 2025

Key Highlights

- Established insurance agency in San Juan Capistrano, CA, since 2017.
- $1,600,000+ in total premiums across personal, commercial, and life insurance lines.
- Opportunity for licensed buyer with P&C and Life, Accident & Health certifications; experienced staff may be available.

Description

Established insurance agency in San Juan Capistrano, CA, operating since 2017. The agency has a book of business with over $1,600,000 in total premiums, including personal lines, commercial, and life insurance. The seller is looking to move industries, presenting an opportunity for a licensed buyer with Property & Casualty as well as Life, Accident & Health certifications. An experienced staff member may be available to support the transition.

Industry Information

Industry Description:
Insurance
Classification:
Financial Services

Listing Details

Listing ID:
a5699808-af52-45dc-ace9-436906bcd111
Deal Status:
For Sale
Date Posted:
May 24, 2025
Last Updated:
May 26, 2025
Currency:
USD

Features & Tags

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