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
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