Insurance Agencies
We represent insurance agency owners across Rockland, the Hudson Valley, Brooklyn, Queens, Long Island, northern New Jersey and Connecticut. Free valuation, confidential marketing, and nothing owed until you close.
Typical range
Well-documented insurance agency businesses in this market generally trade around 2.5–3.5x revenue. That is a starting point, not a quote — the multiple moves substantially based on size, growth, documentation quality, and how much of the business depends on the owner personally. A free valuation gives you the real number.
Who buys
Agency aggregators, competing agencies, and producers buying in. We market to our own buyer database alongside targeted outreach to acquirers in your industry — without naming your business publicly.
Value drivers
Diligence risks
Every one of these is fixable if it is found early. Discovered by a buyer in week eight of diligence, each one costs you price or costs you the deal.
New York specifics
Insurance agencies trade on a multiple of commission revenue rather than SDE — a different math from the rest of this list.
New York transactions also carry bulk sale notice requirements, and any transfer of a lease needs landlord consent that should be pursued early rather than at closing. We handle this alongside your attorney and accountant.
Common questions
Most owner-operated insurance agency businesses are valued on a multiple of seller’s discretionary earnings — your net profit plus your compensation, benefits, and personal or one-time expenses added back. The range is typically 2.5–3.5x revenue, adjusted for the factors above. The valuation is free and there is no obligation to list.
Six to nine months from listing to closing is typical for a well-documented business priced in line with its earnings. Businesses with messy books, heavy customer concentration or an unassignable lease take longer.
Not from us. Your business is marketed as a blind profile — industry, general geography and financial range only. Buyers sign a non-disclosure agreement and are screened for financial capacity before they learn your name.
Nothing up front. We are paid a success fee at closing, agreed in writing before any work begins. If the business does not sell, you owe nothing.
A confidential conversation and a written opinion of value. No cost, no obligation, and nobody hears about it from us.
No upfront fees · Fully confidential · NY · NJ · CT