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Finance & Insurance

Insurance Agency In Santa Fe

Santa Fe, NM, USA
Listed 276 days ago

Insurance Agency For Sale - Santa Fe, NM Established and highly regarded as one of the top nationwide insurance firms, this Santa Fe, New Mexico based insurance agency with a business book of $4.2 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 customer base. No insurance experience necessary. Seller may be willing to offer 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 Gross Revenues in the $400k to $625k+ range over the next 12 months. PLEASE NOTE- This agency must be operated under the brand name of this nationwide 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

Santa Fe, NM area.

Employees

3

Real Estate

Lease

Relocatable

This business can be relocated.

Owner Financing

Owner financing is available. Please contact the seller for more information.

Premises Details

Includes a professional office location. Nice professional looking office location with free parking.

Years Established

10

Support & Training

Employees typically will stay on with a new incoming owner. Current owner will assist with the transition. A full training program with continuous best practices support is included. Fully trained staff.

Expansion Potential

With the current high commission incentives paid on new business policies and the lucrative annual bonus opportunities, this office has the potential to generate Gross Revenues in the $400k to $625k+ range over the next 12 months.

Competition / Market

The Santa Fe, NM area continues to grow with the influx of families and businesses from neighboring States. Growth in the insurance sector is virtually guaranteed with new residents requiring insurance for life, homes, health, cars, boats and vacation dwellings. Extensive nationwide Marketing programs with TV, radio and internet advertising continuously drive new customer opportunities to your agency.

Reason for Selling

Retirement.

Financials

Asking Price
$595K
RevenueMost Recent Year
$4.2M
EarningsLast Reported
Undisclosed
Assets ValueIncluded in Asking Price
$13K
Seller Financing
Yes

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