Established Independent Insurance Agency for Sale in Raleigh, NC with $66K SDE
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Financial Details
- Asking Price:
- $695,000
- Annual Revenue:
- $250,000
- Cash Flow / SDE:
- $66,000
- Profit Metric:
- Cash Flow (SDE)
- Valuation Multiple:
- 10.5x
- Location:
- Raleigh, NC, US
- Source:
- Date:
- November 05, 2025
Key Highlights
Strong reputation and deep trust within the client base, including a strong presence in the Hispanic community.
Over 1,000 active policies providing recurring revenue and steady cash flow.
Potential for semi-absentee operation or investor opportunity in a fast-growing region.
Description
This established independent insurance agency, located in the rapidly expanding Raleigh, NC market, offers a stable platform with $250,000 in gross revenue and $66,000 in current SDE. The agency serves a diverse client base, including significant penetration into the Hispanic community, offering comprehensive personal and commercial lines (general liability, home, auto, workers comp). With over 1,000 active policies and a strong referral pipeline, this business is poised for continued growth and can potentially be run semi-absentee.
Industry Information
- Industry Description:
- This is an established independent insurance agency serving individuals, families, and businesses in Raleigh, NC, specializing in diverse product lines including general liability, workers compensation, home, auto, and umbrella coverage, with a strong presence in the Hispanic community.
- Classification:
- Financial Services
Operational Snapshot
- Year Established:
- 2021
- Reason for Selling:
- Other opportunities.
Real Estate & Lease
- Status:
- Leased
- Monthly Rent:
- $2,000 USD
Assets & Inventory
- FF&E Value:
- $25,000 USD
- Includes FF&E:
- Yes
- Includes Inventory:
- No
Broker Contact
- Name:
- Van Daughtry
- Company:
- Van Daughtry Consulting, LLC
- Phone:
- 984-465-7768
Listing Details
- Listing ID:
- 4b40d6dc-7812-42e7-a4f4-b9e810bffaa9
- Source Listing ID:
- 2409732
- Deal Status:
- For Sale
- Last Updated:
- November 05, 2025
- Currency:
- USD
Features & Tags
Quality Verified
This listing meets our quality criteria and standards.
Verified
Tags & Categories
Insurance Agency
Recurring Revenue
Niche Market
Personal Lines
Commercial Lines