Texas Insurance Book of Business - Personal & Commercial Lines

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Financial Details

Asking Price:
$50,000
Annual Revenue:
$275,000
Cash Flow / SDE:
$20,000
Profit Metric:
Cash Flow
Valuation Multiple:
2.5x
Location:
Dallas, TX, US
Source:
Date:
September 15, 2025

Key Highlights

Established insurance book of business generating $265K in annual P&C premiums and $10K in healthcare premiums.
Includes a fully trained offshore VA managing client relations and quotes, operating at a low monthly cost (<$500).
Offered at an attractive asking price of $50,000, based on a 1.5X multiple of P&C annual premium.

Description

This listing presents an opportunity to acquire a personal and commercial lines insurance book of business located in Dallas, Texas. The book generates $265,000 in annual premiums for Property & Casualty (P&C) lines, with a 75% split towards personal lines and 25% towards commercial lines. Additionally, it includes a healthcare marketplace component with 10 clients and $10,000 in healthcare premiums. The asking price is $50,000, calculated at 1.5 times the annual P&C premium ($40,000) plus the healthcare premium ($10,000). A significant operational advantage is the presence of a trained offshore Virtual Assistant who has been managing clients and quotes for two years, with a monthly salary under $500. This VA can be included as part of the sale. The business is represented by a broker, with terms available upon request. The listing is for sale and offers a strong foundation for a buyer looking to expand their insurance portfolio.

Industry Information

Industry Description:
Insurance Agencies and Brokers
Classification:
Financial Services

Operational Snapshot

Employees:
1

Real Estate & Lease

Status:
Not Included

Listing Details

Listing ID:
9abc621f-6224-4c09-aff4-18257f8a2f63
Deal Status:
For Sale
Date Posted:
July 22, 2024
Last Updated:
September 15, 2025
Currency:
USD

Features & Tags

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