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Finance & Insurance

Insurance Agency In Madison, Wisconsin

Madison, WI, USA
Listed 186 days ago

Established and highly regarded as one of the top nationwide insurance firms, this Madison, Wisconsin based insurance agency with a business book of $10.5 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. Seller may be willing to offer 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 significantly increased Gross Revenues in 2026 and beyond. PLEASE NOTE -This agency must be operated under the brand name of this nationwide 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 office location near main roads with easy in/out access and free parking.

Employees

4

Lease Terms

Assumable lease.

Real Estate

Lease

Trading Hours

M-F 8am - 5pm

Management Type

This business is owner operated.

Premises Details

Professional furnished business office. All assets included with the purchase; office furniture, office equipment, office supplies, computers, computer supplies, Marketing materials and brand signage.

Years Established

14

Support & Training

Ongoing training and support for the new owner and all current and future employees. New owners receive a free laptop computer loaded with training modules that can be completed on their own schedule. The company also assists with owner licensing requirements.

Expansion Potential

Madison is high-growth business area. The city is a major hub for biotech, healthcare, information technology, with strong job growth and a diverse economy with population growth. The demand for insurance services is a given.

Inventory / Stock Value

$1,000 - included in the asking price

Reason for Selling

Retirement.

Financials

Asking Price
$1.8M
RevenueMost Recent Year
$10.5M
Earnings (SDE)Last Reported
$500K - $2.5M
Assets ValueIncluded in Asking Price
$13K
Seller Financing
Not available

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