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Finance & Insurance

Insurance Agency - Milwaukee, Wisconsin

Milwaukee, WI, USA
Listed 226 days ago

Established and highly regarded as one of the top nationwide insurance firms, this Milwaukee, WI based insurance agency with a business book of $5.0 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. 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 much higher 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 road off/on access, with good signage and free parking.

Employees

3

Lease Terms

Assumable lease terms.

Real Estate

Lease

Trading Hours

M-F 8am - 5pm

Management Type

This business is owner operated.

Premises Details

All assets are included in the asking price: office furniture, office equipment, computers, computer supplies, Marketing and advertising materials, company signage, and a loyal base of customers to help grow your business with referalls.

Years Established

10

Support & Training

Ongoing support and training for the new owner as well as continuous training for the current staff and future office personnel.

Expansion Potential

Lots of growth potential as new residents are relocating from neighboring states and will need insurance coverage on their homes and cars.

Inventory / Stock Value

$750 - included in the asking price

Reason for Selling

Career path change.

Financials

Asking Price
$875K
RevenueMost Recent Year
$5M
Earnings (SDE)Last Reported
$100K - $250K
Assets ValueIncluded in Asking Price
$11K
Seller Financing
Yes

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