Insurance Agency in Columbiana, AL
Finance & Insurance · Financial Planning & Advisory
- Asking Price
- $100K
- Cash Flow
- $100K
- Gross Revenue
- $1.0M
- EBITDA
- $165K
- Location
- Columbiana, AL
Revenue is primarily driven by the sale of a comprehensive suite of insurance and financial instruments, offered under an exclusive agent model for a major Fortune 250 corporation. The agency's portfolio includes personal and commercial risk management solutions, alongside wealth protection and growth products, catering to a broad client base. Day-to-day activities center on client engagement, product education, and policy issuance, all supported by a highly recognized national brand. A seasoned corporate district manager provides comprehensive, practical training to new owners, ensuring a smooth transition and immediate operational capability. This established platform is primed for expansion, requiring an engaged owner to oversee growth initiatives and potentially scale the team to capitalize on market opportunities.
SBA 7(a) estimate
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