Insurance Agencies for Sale – SAMPLE LIST – March 2021

The M&A market activity in our target segments continues to be above average for this time of year. In fact, our research shows us that the current seller’s market for insurance agencies is going to stick around indefinitely! Asking multiples in the last 12 months have been trending higher for independents, seeing select sellers requesting sales prices pushing into the range of 3X of revenue!

When it comes to deal origination, the most effective tactics involve a multi-level and joint endeavor, using the national approach that Springtree Group provides in tandem with the “boots on the ground” local market intelligence that only the client has access to. STG provides our clients with the tools necessary to access the 90% of for sale agencies that are not openly and publicly communicating their intention to sell due to a need for confidentiality.

IMPORTANT: THE LISTINGS BELOW ARE ONLY A SMALL SAMPLE that we have been approved to share publicly. Our complete list is only accessible to our Registered Buyers. Contact us here to become an STG Buyer (IT’S FREE) and get access to ALL OF THE AGENCIES FOR SALE that we have information about. This month’s sample listings:


SHOP A: North Carolina: This ideal personal lines Property and Casualty agency is now available for sale. The book is 95% upper middle-class homeowners primary and secondary homes. The current carriers include Hartford Commercial and Flood, Safeco, Auto-Owners, National General and more. This book has excellent retention and a big opportunity to be cross sold.
Reported Revenue: $100K / Asking Price: 2.5X of Revenue / Tracking Code: DNCBM

SHOP B: South Carolina. This premier agency has been providing Medicare, Employee Benefits, Health and Life Insurance coverage throughout North and South Carolina since 1988. Primary carriers include Aetna, Humana, Cigna, United Healthcare, BCBS and more. Three staff members who have been with the agency for years would like to stay on with the new buyer.
Reported Revenue: $450K / Asking Price: 2.4X / Tracking Code: SSCMR

SHOP C: South Carolina. A strong well-established independent health related insurance operation in now available for purchase with a sales focus on Health, Life, Short Term & Long-Term Disability, Long Term Care, Dental/Vision, Supplemental and more. Carrier Appointments include BC/BS of SC, Aetna, United Healthcare, Humana, Molina, Mutual of Omaha and more.
Reported Revenue: $120K / Asking Price: 2.25X / Tracking Code: DSCAB

If you need help with financing, we highly recommend utilizing our lenders. We will integrate the M&A project together with your financing. It costs you no more, is less work for you and is significantly more successful. REMEMBER: Botched financing is the number one reason deals fail.

ONCE IN A LIFETIME OFFER: If you are agreeable to SBA products, the new Federal Stimulus program beginning on February 1, 2021 and lasting until the end of September 2021, will provide payment of your Principal and Interest (up to $9000 a month) for 3 months while waiving the guarantee fee which is usually approximately 2% of the loan amount.

Please email for more information on the agencies listed in today’s Alert and to receive our complete list of agencies for sale.