Established Insurance Book of Business | $250K Annual Income | Palm Coast, FL

Financial Service Businesses for Sale

• Primary Category: Insurance Agencies for Sale

Established Insurance Book of Business | $250K Annual Income | Palm Coast, FL
Asking Price: $299,999

Business Overview
-Exceptional opportunity to acquire an established insurance book of business generating approximately $250,000 in annual income. Located in Palm Coast, Florida, this long-standing opportunity allows a qualified buyer to step into an established client base built over more than four decades.
-Price is negotiable based on the retention of the current client list.
-The business has been operated by its owners for over 40 years, creating a seasoned and established presence in the marketplace. Following the passing of one of the two owners, the surviving owner is offering the book of business for sale and is prepared to assist the buyer with a smooth transition.

Seller Transition & Support

A key advantage of this opportunity is the seller's willingness to work alongside the buyer during the transition process. The surviving owner will assist with:
-Transferring applicable client accounts to the buyer
-Introducing and transitioning client relationships as appropriate
-Assisting with the renewal process
-Helping renew accounts for an additional term, where applicable
-Providing transition support designed to help maximize client retention

This hands-on transition assistance provides a valuable opportunity for an existing insurance professional or agency looking to expand through an established book of recurring business.

Investment Highlights
-Approximately $250,000 in yearly income generated by the book of business
-Over 40 years of operating history
-Established client relationships and renewal opportunities
-Located in the growing Palm Coast, Florida market
-Seller willing to assist with account transfers and renewals
-Opportunity for recurring income through policy renewals
-Ideal add-on acquisition for an existing insurance agency or qualified industry professional
-Significant value in acquiring an established book versus building a client base from scratch
-Negotiable purchase price based on retention of the current client list

Growth Opportunity
-A buyer may have the opportunity to further build upon this established foundation by expanding client relationships, increasing cross-selling opportunities, adding complementary insurance products, and implementing additional marketing and customer retention strategies.
-This is a rare opportunity to acquire a mature insurance book of business with decades of history and a seller committed to helping facilitate a successful ownership transition.

Serious and qualified buyers only. Buyer must be a licensed insurance professional. All inquiries must complete and sign a Confidentiality Agreement (NDA) and speak directly with the listed business broker regarding this opportunity before additional information is released.