$5M Premium Book Branded Insurance Agency in Green Bay, WI
Finance & Insurance · Insurance Agencies
- Asking Price
- $900K
- Cash Flow
- $175K
- Gross Revenue
- $5.0M
- EBITDA
- $875K
- Location
- Green Bay, WI
Recurring policy premium renewals from a $5.0 million book of business drive the primary revenue for this branded insurance agency. A fully trained staff manages daily client service and policy administration, maintaining a high retention rate across a loyal customer base. Revenue is supplemented by commission incentives on new policies and annual performance bonuses tied to growth targets. The operation functions as a captive agency, requiring the owner to operate exclusively under the national brand name and maintain an active onsite presence. The sale includes the professional office lease, all furniture and technology, and a comprehensive training program for the incoming principal.
SBA 7(a) estimate
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