Established Life, Health, and Group Insurance Brokerage in Long Island
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Financial Details
- Asking Price:
- $5,000,000
- Annual Revenue:
- $1,254,000
- Cash Flow / SDE:
- $1,142,000
- Valuation Multiple:
- 4.4x
- Location:
- NY, US
- Source:
- Date:
- June 27, 2025
Key Highlights
- Established insurance brokerage operating since 1997.
- High client retention rate with referral-based business.
- Lean operation with transition support offered by seller.
Description
Established in 1997, this Life, Health, and Group Insurance Brokerage operates with a lean structure, including one administrator on Long Island. The business boasts high client retention and relies primarily on referrals. A significant portion of revenue comes from a concentrated client base, with the seller offering transition support.
Industry Information
- Industry Description:
- Insurance
- Classification:
- Financial Services
Listing Details
- Listing ID:
- ee78e5f1-8016-4908-9371-09475473a27f
- Deal Status:
- For Sale
- Date Posted:
- June 27, 2025
- Last Updated:
- June 27, 2025
- Currency:
- USD
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