Established Insurance Agency with Recurring Revenue Streams
$538,000
About this business
This established insurance and retirement planning agency helps pre-retirees and retirees with income planning, Medicare, and tax-aware strategies. With a loyal client base and recurring revenue, it's a stable business. The seller offers 12-18 months of support to ensure a smooth transition. Great growth potential by expanding marketing and services. Learn more about this opportunity.
What's included
Client book of business, recurring revenue streams (annuities, life insurance, long-term care, Medicare supplements), established lead generation processes, documented follow-up and review practices, and potentially owned real estate.
The numbers
How the asking price compares with what the business brings in each year.
- Asking price$538,000
- Annual Revenue$322,884
- SDE$228,491
- 2.4×
- Price to SDE
- 1.7×
- Price to revenue
- 71%
- SDE margin
Details
- Stock / Entity Sale
- Sale Type
- Insurance Agency
- Business type
- No physical location
- Premises
Financing & transition
- Seller financing
- No
- Training after the sale
- No
Where it is · Kennewick, Washington
Somewhere in Kennewick, Washington. The exact address is not on this listing.
Ad#:5591
The information in this listing has been provided by the business seller or representative stated above. Venturu has no stake in the sale of this business, has not independently verified any of the information about the business, and assumes no responsibility for its accuracy or completeness.
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