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Finance & Insurance

Insurance Agency In Great Falls, Montana

Great Falls, MT, USA
Listed 137 days ago

Established and highly regarded as one of the top national coverage insurance firms, this Great Falls, Montana based insurance agency with a business book of $7.0 million in recurring policy premium renewals is currently for sale. Includes a professional office location, fully trained staff, office equipment, office furniture, computers, office supplies, Marketing materials, company signage and a very significant and loyal (high retention rate) customer base. Excellent training and licensing program. No insurance experience necessary. SBA loan funding sources are available. Seller may be willing to offer partial financing to the incoming buyer. With the current high commission incentives paid on new business policies and the lucrative annual bonus opportunities, this office has the potential to generate increased Gross Revenues for 2026 and beyond. PLEASE NOTE - This agency must be operated under the brand name of this national insurance firm and cannot be combined with any other brand of independent or captive insurance business. Also, it cannot be acquired into an investment manager's portfolio of businesses. Purchase of this insurance agency requires the buyer to be onsite at the office location and reside in or near the local community.

Location

High visibility location near other professional business offices. Good road access with good signage. Some free parking available.

Employees

3

Lease Terms

Assumable and renewable.

Real Estate

Lease

Relocatable

This business can be relocated

Trading Hours

8:00am - 5:00pm Monday-Friday

Management Type

This business is owner operated.

Premises Details

All assets are included in the asking price; computers, office furniture, office supplies, furniture, Marketing materials, signage and long-term loyal customers to help you maintain steady growth for the future.

Years Established

10

Support & Training

Ongoing training and support for owners,. managers and current and future staff members. Owners are required to have insurance licensing for the State of Montana.

Expansion Potential

Great Falls is a stable, steadily growing regional hub anchored by agriculture, healthcare, the military and manufacturing.

Competition / Market

Some local competition.

Inventory / Stock Value

$1,000 - included in the asking price

Reason for Selling

Career path change.

Financials

Asking Price
$1.1M
RevenueMost Recent Year
$7M
Earnings (SDE)Last Reported
$250K - $500K
Assets ValueIncluded in Asking Price
$13K
Seller Financing
Yes

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