Independent Insurance / Financial Planning Agency

City, California · Team size · What is for sale

$210K

Asking Price

$245.6K

Revenue

$130.9K

SDE

Overview

Independent insurance agency generating commission-based recurring revenue from a diversified book of auto, home, life, business, and umbrella policies with over 50% margins and minimal owner involvement.

Clients

Details about the customer base and key accounts

Revenue Model

How the business generates and sustains revenue

Opportunity

Growth potential and strategic advantages for a new owner

Buyer Fit

What the ideal buyer looks like for this business

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