A rare opportunity to acquire a dominant, multi-line insurance agency and brokerage with more than four decades of continuous operation in one of South Florida's highest-premium insurance markets. This is a proven, cash-flowing business with zero debt, multiple active carrier relationships including a recognized top-agency designation with a major national carrier, and a loyal, diversified client base with no single customer representing more than one percent of total commission revenue.
The business generates revenue across three complementary channels and has demonstrated exceptional earnings growth over the analyzed period. The sale is owner-initiated for personal relocation reasons only — not distress — and a key long-tenured employee is confirmed to remain with the business. Significant, largely untapped growth levers exist in digital marketing, additional licensed agents, and life and health insurance lines.
- Asking Price:
- $4,500,000
- Sales Revenue:
- $2,774,819
- Cash Flow:
- $1,128,386
Property Information
- Real Estate:
-
Lease
- Lease Terms:
-
2500 square foot plaza for $3400/monthly.
- Location:
-
South East Florida
- Premises Details:
-
Strip plaza.
Business Operation
- Management type:
- This business is owner operated.
- Expansion Potential:
-
Significant growth potential exists through expanded digital marketing and lead generation, adding licensed producers to drive new business, cross-selling to existing clients, and expanding life and health insurance lines.
- Competition / Market:
-
The insurance market in Southeast Florida is highly competitive, with agencies competing across personal, commercial, life, health, flood, and specialty insurance products. Competition comes from three primary groups: national insurance companies, large regional brokerages, and independent local agencies.
- Reasons for selling:
-
Retirement
- Trading hours:
-
Monday-Friday: 9am-5pm
- Employees:
- 3
- Years established:
- 40
Other Information
- Support & training:
-
4 weeks training at 0 cost.
- Furniture / Fixtures value:
- $5,000
- Relocatable:
- This business can be relocated
