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

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Tags & Categories
Insurance Agency Recurring Revenue Niche Market Personal Lines Commercial Lines