Established California Insurance Agency with High Retention Rates

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Financial Details

Asking Price:
$24,000,000
Annual Revenue:
$4,010,241
Cash Flow / SDE:
$2,876,180
Valuation Multiple:
8.3x
Location:
CA, US
Source:
Date:
April 30, 2025

Key Highlights

- Mature California insurance agency with a large, loyal client base.
- Significant cross-selling opportunities in health, life, and commercial lines.
- High revenue per employee indicates strong operational efficiency.

Description

This listing presents a mature California insurance agency with a large client base and exceptional retention rates. A business analyst would note the significant cross-selling opportunities within the existing customer pool, particularly in health, life, and commercial lines. The agency's operational efficiency, as highlighted by its high revenue per employee, represents a valuable asset for potential acquirers. The financing terms offered by the seller are also noteworthy.

Industry Information

Industry Description:
Insurance
Classification:
Financial Services

Listing Details

Listing ID:
70cef889-e989-40dd-884d-fe2b81e42015
Deal Status:
For Sale
Date Posted:
April 30, 2025
Last Updated:
May 26, 2025
Currency:
USD

Features & Tags

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