B2B ServicesEstablished in 1995, this insurance agency business has built a loyal customer base in the Raleigh area. The company offers a full range of insurance agency services, giving customers a single point of contact and driving healthy average tickets. Marketing spend is modest, leaving obvious headroom for a buyer who invests in digital advertising. Systems, vendor relationships, and an experienced team are all in place for a smooth handover. Performance has been consistent year over year, with the most recent period among the strongest in the company's history. The trade area is experiencing steady population and commercial growth, supporting long-term demand. Employees are experienced, licensed where required, and accustomed to operating with limited owner oversight. A qualified buyer can step into stable cash flow from day one.
Seller will carry 10% at 6.5% interest, 5-year note, for a well-qualified buyer.
Owner is scaling back for health-and-lifestyle reasons and will assist with a full transition.
Seller will provide 2 weeks of on-site training and transition support.
Housed in a 1,420 sq ft commercial space with room to expand operations.
Untapped opportunities include e-commerce, service agreements, and referral partnerships.
Modeling Established Independent Insurance Agency for Sale in Raleigh · $1.18M
Asking price is $1.18M. Type an offer or drag to model one.
SBA 7(a) acquisition loans typically require ~10% down.
SBA business-acquisition loans are usually 10 years.
A market salary for whoever runs the business day-to-day, subtracted from earnings to show true profit. Set to $0 if you will owner-operate.
Estimates for illustration only, based on the listed SDE and your assumptions. Closing costs are estimated at ~2.5% of price for fees and working capital. Actual loan terms, taxes, and earnings will differ. This is not financial advice. Verify all figures in diligence and consult qualified advisors.
Open the full Deal AnalyzerThe documents below open to qualified buyers in the secure data room after a signed NDA.
