Independent Nationwide Insurance Book of Business for Sale
Nationwide
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Financial Details
- Asking Price:
- $350,000
- Annual Revenue:
- $115,000
- Cash Flow / SDE:
- $103,000
- Valuation Multiple:
- 3.4x
- Location:
- Mission Viejo, CA, US
- Sources:
- Date:
- June 19, 2025
Key Highlights
- Established independent insurance agency for sale since 1956.
- Portfolio of 400+ personal lines policies in Southern California with high retention.
- Includes transition support and requires a California Nationwide appointment.
Description
Established in 1956, this independent insurance agency offers its Nationwide book of business for sale. The portfolio consists of over 400 personal lines PIF’s, primarily located in Southern California. The business boasts a loyal client base, a low loss ratio, and a 90% retention rate. A California Nationwide appointment is required for potential buyers. The seller is offering transition support for up to three months.
Industry Information
- Industry Description:
- Insurance
- Classification:
- Financial Services
Listing Details
- Listing ID:
- 8dc8b641-2d4b-4a48-a098-7d8a3da98907
- Deal Status:
- For Sale
- Date Posted:
- June 19, 2025
- Last Updated:
- June 19, 2025
- Currency:
- USD
Features & Tags
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