May 2018 Off-Cycle Independent Agencies Sales Alert

Our research staff at Springtree Group has been very busy the first half of 2018, sourcing independent agencies for sale in various parts of the country. We have outstanding opportunities for you to consider that we did not want to wait until the June Sales Alert before giving you the chance to take a look. Please move fast if you are interested.

San Jose, California – PRICE DROP! This agency is located on a busy corner in the highly desired city of San Jose, CA. This agency is a full-service agency with a book of loyal clients. The owner prides himself on building the business from the ground up and continues to maintain a high retention rate. Markets include Mapfre, Safeco, Progressive, Stillwater and Nationwide. Asking Price $260K / Reported Revenue $130K.

Dallas, Texas – This is an exciting opportunity for a firm that wants to add a fully insured employee benefits book of business to their portfolio. This is a book roll only, no expenses or employees to worry about. Clients are located in the Dallas Fort/Worth Area. Super direct markets including, BCBS and United Healthcare. Asking Price 2.5X of revenue / Reported Revenue $131K.

Being associated with STG provides you access to the strongest array of M&A and financial tools and services available to support your acquisition, perpetuation and operational needs in any part of North America. We also proudly serve customers in South America, Europe and the Bahamas. Please call (972) 395-8811 or click here to contact us online for additional information on services and opportunities.