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Business For Sale Listing #BFS-151385:

Insurance/Financial Services Agency

Industry

Sector: Finance & Insurance
Industry: Insurance Brokers

Location

Classification: US // Midwest // Wisconsin // Other Wisconsin
Location: La Crosse
Relocatable: Yes

Financials

Sales: Between $100 Thousand And $500 Thousand   ($376,211)
Profits: Between $100 Thousand and $500 Thousand   ($195,539)
Profit Type: Seller's Discretionary Cash Flow (SDCF)
Asking Price: Between $500 Thousand and $1 Million   ($670,000)

Business Summary

A Cash Making Machine.
Excellent opportunity to acquire a successful and well established recession resistant business. This opportunity consists of two different insurance companies, one independent (financial) and one franchise (home & auto). This business has a solid base of repeat customers and long term policy holders, making it a cash generating machine for years to come. The financial services agency is licensed to sell a variety of insurance programs in the states of Wisconsin, Minnesota and Iowa. These include Medicare Supplements, Medicare Advantage Plans, Long Term Care Plans, Annuities and Mutual Funds. The other franchise company (primarily home and auto) represents one of the biggest players in the insurance industry and has an exclusive territory for offering property and casualty insurance, life insurance, registered securities, variable annuities, variable universal life insurance and mutual funds. The Seller is willing to separate the two opportunities, call for additional information pertaining to same.

Training is available and the seller is willing to stay on for a period of time for a smooth transition to a new owner.

Qualified prospective acquirers or their representatives who have an interest in pursuing the acquisition should contact us for further information. Buyers should be prepared to display the financial wherewithal to pursue at this level.

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