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NOTE: Yes, it is still available. If interested, please schedule a call to discuss further: https://calendly.com/jason-hartman-hedgestone


Asking Price: $750,000

Financial Overview
• Gross Revenue: $739,279.00
• Net Profit (2025): $203,789.26
• Net Margin: Approximately 27.6%

Business Summary:
This established insurance brokerage specializes in Errors & Omissions (E&O) insurance and cyber liability coverage, serving real estate professionals and related industries nationwide. With more than 35 years of operating history, the business has developed strong relationships with leading insurance programs and carriers, enabling clients to access comprehensive coverage solutions through highly rated providers. The company currently manages approximately 200 active accounts, generating recurring revenue through policy renewals, commissions, and service-related fees. Operating remotely with a national footprint and a strong presence in select regional markets, the business offers a scalable platform for industry professionals, insurance agencies, or strategic buyers seeking a profitable and established book of business.

Business Highlights
• Established for over 35 years
• Owner-operated business model
• Approximately 200 active client accounts
• Recurring revenue through policy renewals and ongoing client relationships
• Nationally licensed operation (buyer must obtain required licenses to continue operating in applicable states)
• Remote business model with minimal overhead
• Offers both E&O insurance and cyber liability solutions
• Additional revenue generated through customer service and marketing-related fees
• Strong presence within key regional markets while serving clients nationwide
• Lean operating structure with limited business-related expenses

Growth Opportunities
• Strategic acquisition opportunity for an existing insurance agency seeking immediate scale and recurring revenue
• Cross-selling opportunities into an existing client base through complementary insurance products and services
• Expansion of cyber liability offerings amid increasing demand for cybersecurity protection
• Geographic growth through broader marketing and business development initiatives
• Opportunity to further monetize the existing client base through additional insurance and risk management services

Reason for Sale:
Owner retirement after a long and successful career in the insurance industry.