Insurance Duluth, MN 8 employees

Mid-Size P&C Agency with Strong Retention

Established P&C agency with $760,000 annual premium in Duluth

About This Business

Property and casualty insurance agency with $760,000 annual premium. 60% personal lines, 40% small commercial. Multiple carrier appointments. 85%+ retention rate over 5 years. Deep carrier relationships in Duluth region.

Key Highlights

$760,000 annual premium

85%+ retention rate

Multiple carrier appointments

Experienced staff

Financial Overview

Annual Revenue	$137k
EBITDA	$62k
Revenue Growth (YoY)	2.0%
Year Founded	2002
Employees	8

Reason for Selling

Multi-generational family business - third generation selling

Documents Available in Data Room

Financial Statements

Tax Returns

Operational Documents

Marketing Materials