INDEPENDENT FULL-SERVICE INSURANCE AGENCY Adj. EBITDA $137K

Founded in 1987, this family-operated independent insurance agency has built a strong foundation of loyal customers and sustained growth over decades of service. The agency offers comprehensive insurance solutions, including Home, Auto, Motorcycle, Health, and Life. This is an excellent opportunity for an entrepreneur or existing agency looking to expand their presence in the Arizona market. With its established reputation and diverse product offerings, this agency is well-positioned for continued growth under new ownership.

INVESTMENT HIGHLIGHTS:

• Full-service agency providing a wide range of insurance products
• Instant proof of coverage available
• Strong, repeat customer base
• Fully operational brick-and-mortar office with the option to assume existing lease or operate remotely

GROWTH OPPORTUNITIES:

• Team Expansion: Recruiting additional agents and support staff will enable the company to accommodate a larger client base and diversify insurance offerings. This includes expanding into products offered by current partners, such as boating insurance, and increasing policies covering home and life insurance, given that non-vehicle insurance currently constitutes only 20% of the business.
• Geographic Expansion: Exploring untapped markets in nearby cities and states presents a strategic opportunity to broaden the current client base and enhance revenue streams.
• Targeted Sales Efforts: Amplifying sales and marketing initiatives through focused advertising, such as billboards and flyers, alongside leveraging social media platforms, can attract homeowners and both standard and non-standard insurance policy seekers. This includes potential partnerships with DUI schools for SR-22 underwriting.

Office is 1,000 sq. ft. and utilized at 50%