Insurance Agency with Diverse Services and Loyal Clientele
Travis County, TX
Asking Price:
Business Overview
Operating since 2008 in a vibrant and growing community, this insurance agency provides a broad scope of services including personal and commercial auto insurance, homeowners and renters policies, income tax assistance, auto title services, and notary public support. Committed to quality customer care in both English and Spanish, the firm fosters strong client relationships, with approximately 70% of new business generated through repeat referrals. The business has demonstrated consistent financial growth, with revenue peaking above $1.6 million in recent years in a competitive local economy. Situated within a dynamic regional market characterized by a youthful and educated population, the agency benefits from an expanding metropolitan area known for diverse economic sectors and robust service demand. This positions it well for continued relevance and opportunity under new ownership.
Facilities & Infrastructure
- Leased office space with professional layout
- Office equipment and furnishings valued at $35,000 included
Property Highlights
- Versatile service portfolio accessible to a broad client base
- Established bilingual customer service catering to diverse demographics
Key Business Facts
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Market Insights
Demographics (County)
Economy
Crime & Safety
Growth & Expansion
- Opportunity to deepen market penetration through enhanced referral programs
- Potential to broaden services and partnerships within financial services
Operation & Support
- Comprehensive two-week buyer training provided
- All necessary licenses and permits current and transferable
- Owner involvement requiring moderate weekly hours
- Leased premises with established lease terms
- Sale prompted by owner’s strategic shift in focus
Lifestyle Fit
- Ideal for owner-operators seeking a service-oriented business
- Moderate time commitment suitable for hands-on management
- Best suited for leaders focusing on client relationships and growth
- Systems in place enable semi-remote management possibilities
Process & Next Steps
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