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
Request More Information
"*" indicates required fields
Other Listings for Sale
Coming Soon: Texas-Based Imaging Center
Details about this opportunity will be available soon! If you are interested or want to be kept informed as more details are released, please reach out to us now to stay in the loop.