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Cook County, Illinois
Asking Price
$350,000
Revenue
Call/Email
Down
$35,000
Cash Flow
Call/Email
Name: Lori Donahoe
Name
Lori Donahoe
Year Established:
2015
Employees:
1
Reason for sale:
Retirement
Lease Options:
$285
Listing Number:
041621-826171
Sales:
$126,138
Seller's Discretionary Earnings:
$94,888
Posting ID:
ID tw:89733 / Listing Number 041621-826171
Business Category:
Insurance
Keywords:
Transworld
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Miami-Dade County, Florida
Back on the Market - Profitable, Specialty Insurance Agency
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This insurance agency specializes in Maritime and Commercial Insurance policies. Approximately 65% of the policies are of Maritime related insurance policies. The agency also does commercial and a smaller amount of Auto (abt 10%). Maritime book is strong, consisting of high valued yachts and boats. Business has excellent carrier appointments and work with top Brokers. Seller is the sole producer for the agency. The retention rate is very strong for this line (90%). Great book to cross sell other personal lines. Seller will stay on, and train a new buyer as needed and would even stay on to write new business as a part time agent. Most of clients are from the South Florida area. Diversify your book or expand!! Great opportunity to cross sell other insurance and financial products. https://tworld.com/locations/Florida/portstlucie/listings/Back-on-the-Market-Profitable-Specialty-Insurance-Agency

Monmouth County, New Jersey
Insurance Consulting! 80% Recurring Revenue! 731k Net! 265k Down!
$ 2,500,000
JUST FELL OUT OF CONTRACT!!!!!!! Specializing in Property and Casualty insurance, this insurance consulting office has been in business for over 30 years. Whereas insurance brokers get paid by insurance companies, they get paid by the insured. 80% of the business is recurring revenue through monthly retainers with 51 clients. Most of the clients are in the real estate business and have been working with them for over 10 years. Overhead is minimal so over 90% of the revenue goes straight to the bottom line. Owners have never spent any marketing dollars and have never went out to solicit business as 100% of their business has come via word of mouth and referrals. With some marketing and sales effort, the sky is the limit for this business! After a very lucrative career, owners are retiring, but are willing to stay on for up to 2 years to ensure a smooth transition. This business is pre-approved for SBA 7(a) financing for 90% of the purchase price, giving the new buyer the opportunity of a lifetime in putting down only 300k to buy a business that has a cashflow of over 700k (with unlimited growth potential). Due to the nature of the business and confidentiality with their client base; Signed NDA, Proof of Funds and a buyer interview with the broker are all required before receiving specifics. *Buyer must be able to work full time in NJ/NY as that is where the clients (and sellers) are based out of and there is a lot of in person interaction.* https://tworld.com/locations/New-Jersey/tricounty/listings/Insurance-Consulting-80-Recurring-Revenue-731k-Net-265k-Down-

El Paso County, Texas
Well Established Insurance Agency in El Paso TX $1.3M - $1.4M
$ 2,800,000
Established in 2006, this highly respected independent insurance agency has evolved into a full-service Field Marketing Organization (FMO) supporting approximately 200 independent agents across the United States. With nearly 20 years of successful operation in El Paso, the agency has built a strong reputation and loyal client base through exceptional customer service, ethical business practices, grassroots marketing, and innovative outreach. All agents are appropriately licensed by the Texas Department of Insurance with General Lines – Life, Accident, Health & HMO licenses and maintain the required Medicare certifications and carrier appointments to market Medicare-related products. The agency specializes in Medicare insurance products, which generate approximately 90% of annual revenue, with the remaining 10% derived from ACA (Affordable Care Act) plans for individuals under age 65 and supplemental health insurance products. Its client base is stable and diverse, with approximately 80% Spanish-speaking customers and 90% of clients age 65 or older. The business is well-positioned for continued growth throughout the El Paso and Southern New Mexico markets, supported by its recognized brand, bilingual staff, long-standing community relationships, and established referral network. Guided by its mission, "Your Wellbeing is Our Mission," the agency has demonstrated consistent performance, resilience, and a trusted reputation for delivering personalized insurance solutions to the communities it serves. The agency has significant upside potential through targeted expansion initiatives, including: Geographic Expansion: Further penetration in El Paso and surrounding areas. Referral Partnerships: Establishing a structured referral program with Hispanic Medical Providers. Targeted Market Growth: Expanding into other major Hispanic markets across Texas and New Mexico These strategies position the agency for scalable growth while leveraging its strong brand, bilingual capabilities, and established reputation. https://tworld.com/locations/Texas/southandwesttexas/listings/Well-Established-Insurance-Agency-in-El-Paso-TX-1-3M-1-4M

Middlesex County, Massachusetts
Confidential Property Inventory & Documentation Services
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A trusted provider of confidential property inventory and documentation services, specializing in comprehensive asset inventories for homeowners and businesses throughout New England. The company delivers detailed, secure documentation using digital photography, video, and organized reporting to support disaster preparedness, insurance claims, estate planning, and long-term asset management. Its personalized approach, commitment to confidentiality, and focus on accuracy help clients protect valuable assets and simplify the recovery process following unexpected events. https://tworld.com/locations/Massachusetts/boston/listings/Confidential-Property-Inventory-Documentation-Services

Suwannee County, Florida
Well-Established Agency with Homeowners, Auto & Commercial book
$ 570,000
Established Property & Casualty Insurance Agency. The agency maintains a diversified book of business consisting primarily of homeowners, auto, and commercial insurance policies, generating consistent recurring commission revenue and strong client relationships built over decades. This is an excellent opportunity for an existing agency seeking growth through acquisition or an entrepreneur looking to enter the insurance industry with an established foundation. The business benefits from a loyal customer base, longstanding carrier relationships, and a reputation for personalized service. The owner has a genuine passion for the insurance industry and has dedicated her career to serving clients and building lasting relationships. While she remains enthusiastic about the business, she is ready to step away from the responsibilities of ownership and begin enjoying retirement. To ensure a seamless transition, the owner is willing to remain involved for a reasonable transition period and assist the buyer with client introductions, operational training, carrier relationships, and knowledge transfer. Her goal is to help position the new owner for success while gradually transitioning into retirement over the course of approximately one year. The owner also owns the real estate from which the agency operates and is flexible regarding the future occupancy of the office. A buyer may choose to lease the existing location from the seller and continue operating from the current office, or alternatively, integrate the book of business into an existing agency and relocate operations as desired. With recurring commission revenue, an established market presence, and seller transition support, this agency represents an attractive acquisition opportunity for insurance professionals and strategic buyers alike. At a $570,000 sales price the buyer is seeking a 2.375x multiple on commissions. Bring all offers. https://tworld.com/locations/Florida/miami/listings/Well-Established-Agency-with-Homeowners-Auto-Commercial-book

Minnesota
Established Insurance Agency with Growth Potential
$ 675,000
This established insurance agency operates under a nationally recognized brand with a mature book of business concentrated in home and multi-vehicle policies. The agency maintains a lean team structure with remote customer service representatives and a dedicated sales professional, allowing for efficient operations and strong client retention. Revenue is generated through a combination of purchased leads and referrals, with expansion potential available through additional state licensing. Significant growth opportunity exists through geographic expansion. The agency currently operates throughout Minnesota and holds licensing eligibility for Wisconsin, which would allow retention and expansion of cross-border clients. Additional growth could be achieved through increased lead generation investment, enhanced digital marketing efforts, or cross-selling additional policy types to the existing client base. https://tworld.com/locations/Minnesota/northstar/listings/Established-Insurance-Agency-with-Growth-Potential-

Lake County, Florida
Insurance Agency Book of Business for Sale – Health Care
$ 415,000
Established and reputable book of business specializing in Medicare Advantage Plans. The portfolio includes loyal, long-term clients with consistent renewals and strong retention rates. This opportunity is ideal for licensed agents, agencies, or firms seeking immediate expansion within the Florida health insurance market. • Diverse client mix across top national carriers (United, Humana, Freedom, Aetna) • Stable recurring revenue from renewals and cross-sell potential • Medicare Advantage plans are 90% of the revenue • 2025 numbers pulled directly from the sellers 1099's from the listed providers This is a great opportunity for an experienced insurance agent or agency ready to expand their individual health insurance portfolio in Florida. Must hold an active life and health license. Unlimited, right now, this is running on sales and renewals of Medicare Advantage Plans, Part D Plans, and Supplement Plans. https://tworld.com/locations/Florida/orlando/listings/Insurance-Agency-Book-of-Business-for-Sale-–-Health-Care

Bexar County, Texas
Farmers Insurance Agency – Established, Profitable and Turnkey
$ 140,000
BUSINESS OVERVIEW 2025 EARNINGS: Solid Six-figure Income Own a proven Farmers Insurance Agency serving the San Antonio area with a strong, loyal client base and solid recurring revenue. This agency represents an excellent opportunity for an ambitious new agent or a seasoned professional looking to acquire a turnkey operation with dependable income and room to grow. KEY STRENGTHS ESTABLISHED REPUTATION: Built on years of trusted service, this agency is recognized for reliability, integrity, and exceptional client relationships. DIVERSE BOOK OF BUSINESS: A healthy mix of personal and commercial lines—including specialty offerings through Kraft Lake—creates a well-diversified and dependable income stream. LOYAL CLIENTELE: Strong retention rates supported by repeat customers and ongoing word-of-mouth referrals. OPERATIONAL EFFICIENCY: Organized systems, digital management tools, and streamlined workflows support smooth day-to-day operations and profitability. STRONG LOCAL PRESENCE: Well-known and respected throughout the San Antonio area with solid brand awareness and the backing of Farmers Insurance. SCALABLE GROWTH POTENTIAL: Revenue can be expanded through cross-selling, adding new policy lines, and enhancing targeted marketing efforts across the region. THE OPPORTUNITY This is a true turnkey Farmers Insurance Agency offering both stability and upside in one of Texas’s fastest-growing markets. With a proven book of business, strong community standing, and established profitability, the agency is well-positioned for a seamless ownership transition. Whether you are entering agency ownership or expanding an existing insurance portfolio, this San Antonio operation provides a strong foundation for long-term success. https://tworld.com/locations/Texas/sanantonionorth/listings/Farmers-Insurance-Agency-–-Established-Profitable-and-Turnkey
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