Texas Insurance Book of Business - Personal & Commercial Lines
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
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