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Insurance Agency For Sale - Clifton Heights, Pennsylvania

Clifton Heights, PA, USA
Listed 141 days ago

Established and highly regarded as one of the top national coverage insurance firms, this Clifton Heights, PA based insurance agency with a business book of $4.9 million in recurring policy premium renewals is currently for sale. Includes a professional office location, fully trained staff, office equipment, office furniture, computers, office supplies, Marketing materials, company signage and a very significant and loyal (high retention rate) customer base. Excellent training and licensing program. No insurance experience necessary. SBA loan funding sources are available. Seller may be willing to offer partial financing to the incoming buyer. With the current high commission incentives paid on new business policies and the lucrative annual bonus opportunities, this office has the potential to generate increased Gross Revenues for 2026 and beyond. PLEASE NOTE - This agency must be operated under the brand name of this national insurance firm and cannot be combined with any other brand of independent or captive insurance business. Also, it cannot be acquired into an investment manager's portfolio of businesses. Purchase of this insurance agency requires the buyer to be onsite at the office location and reside in or near the local community.

Location

High visibility office location in a professional business complex near convenient roadways, with visible signage and free parking.

Employees

3

Lease Terms

Assumable and renewable.

Real Estate

Lease

Trading Hours

8am - 5pm Mon-Friday

Management Type

This business is owner operated.

Premises Details

All assets are included in the asking price; office furniture, office equipment, computers, office supplies, Marketing materials, brand signage and a loyal customer base to provide referrals with and help you grow your business and income.

Years Established

6

Support & Training

Full ongoing training and support for the management team and all existing and future staff members.

Expansion Potential

Clifton Heights rather than being a commercial business hub relies on it's broader access to the expanding Philadelphia job market. Lots of growth potential for the agency as it has a strategic location to the Philly metro area.

Competition / Market

Some local competition.

Inventory / Stock Value

$1,000 - included in the asking price

Reason for Selling

Career path change.

Financials

Asking Price
$715K
RevenueMost Recent Year
$4.9M
Earnings (SDE)Last Reported
$100K - $250K
Assets ValueIncluded in Asking Price
$13K
Seller Financing
Yes

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