Insurance Burlington, VT 6 employees

P&C Insurance Agency Multi-Carrier Strong Retention

Established P&C agency with $580,000 annual premium in Burlington

About This Business

Property and casualty insurance agency with $580,000 annual premium. 60% personal lines, 40% small commercial. Multiple carrier appointments. 85%+ retention rate over 5 years. Deep carrier relationships in Burlington region.

Key Highlights

$580,000 annual premium

85%+ retention rate

Multiple carrier appointments

Experienced staff

Financial Overview

Annual Revenue	$104k
EBITDA	$47k
Revenue Growth (YoY)	2.0%
Year Founded	2006
Employees	6

Reason for Selling

Multi-generational family business - third generation selling

Documents Available in Data Room

Financial Statements

Operational Documents

Tax Returns

Marketing Materials