Insurance Agency in Phoenix, AZ
Professional Services · Consulting Firms
- Asking Price
- $750K
- Cash Flow
- $375K
- Gross Revenue
- $4.2M
- EBITDA
- $433K
- Location
- Phoenix, AZ
Operating as a captive agency under a national brand, this firm's core revenue stream is generated from a $4.2 million base of renewing insurance policies. A well-established, trained staff manages all client relations and administrative tasks, freeing the owner to pursue new policy sales and growth opportunities. High commission rates on new business and annual performance bonuses offer significant income potential for an actively involved owner. The operation mandates the buyer's direct, local presence and cannot be integrated with other insurance entities, preserving the integrity of its high-retention client roster. A comprehensive set of office assets, marketing materials, and a loyal customer base are included, ensuring a seamless operational transfer.
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