Well-Established Agency W/ Homeowners, Auto & Co

Business Overview:

Established Property & Casualty Insurance Agency. The agency maintains a diversified book of business consisting primarily of homeowners, auto, and commercial insurance policies, generating consistent recurring commission revenue and strong client relationships built over decades.

This is an excellent opportunity for an existing agency seeking growth through acquisition or an entrepreneur looking to enter the insurance industry with an established foundation. The business benefits from a loyal customer base, longstanding carrier relationships, and a reputation for personalized service.

The owner has a genuine passion for the insurance industry and has dedicated her career to serving clients and building lasting relationships. While she remains enthusiastic about the business, she is ready to step away from the responsibilities of ownership and begin enjoying retirement. To ensure a seamless transition, the owner is willing to remain involved for a reasonable transition period and assist the buyer with client introductions, operational training, carrier relationships, and knowledge transfer. Her goal is to help position the new owner for success while gradually transitioning into retirement over the course of approximately one year.

The owner also owns the real estate from which the agency operates and is flexible regarding the future occupancy of the office. A buyer may choose to lease the existing location from the seller and continue operating from the current office, or alternatively, integrate the book of business into an existing agency and relocate operations as desired.

With recurring commission revenue, an established market presence, and seller transition support, this agency represents an attractive acquisition opportunity for insurance professionals and strategic buyers alike. At a $570,000 sales price the buyer is seeking a 2.375x multiple on commissions. Bring all offers.
Please refer to listing 2201-821688 and ask for Cole Kingsberg when inquiring.

Contact the Seller:

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Reason for Selling:

Retirement. Kindly ask the seller for more information.

Additional Details:

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