Company Profile
CaliforniaCompany Overview
A high-performing insurance brokerage offered at a competitive 3x trailing 12-month (TTM) revenue multiple. With a 90%+ client retention rate, access to over 90 carriers, and a team-driven model requiring minimal owner involvement, the Agency delivers immediate cash flow and scalability. Growth levers include geographic expansion, cross-selling, and digital marketing, supported by a seasoned team and robust systems, ensuring a turnkey opportunity for strategic buyers.
Highlights:
- Established market leadership
- Trusted brand with established agency and carrier relationships
- Diverse revenue streams
- Team-drive turnkey operation
- California Headquarters
- >90% Retention Rate
- >40 Years in Business
Key Services:
Comprehensive insurance products and services
- Personal lines (80%)
- Commercial lines (15%)
- Specialty lines (5%)
Carrier access
- Direct access to national & regional carriers
- Exclusive access to Managing General Agents (MGAs)
- Tailored solutions
High-net-worth property coverage for estates up to $50M
- Complex risk management
- Life insurance and umbrella policies
- Admitted and non-admitted market options
Proven track record
- Customized protection for over 4,000 households
- Coverage solutions for 335 businesses
- High client retention rates
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