Insurance Bismarck, ND 4 employees

Property Casualty Insurance Agency Strong Retention

Established P&C agency with $840,000 annual premium in Bismarck

About This Business

Property and casualty insurance agency with $840,000 annual premium. 60% personal lines, 40% small commercial. Multiple carrier appointments. 85%+ retention rate over 5 years. Deep carrier relationships in Bismarck region.

Key Highlights

$840,000 annual premium

85%+ retention rate

Multiple carrier appointments

Experienced staff

Financial Overview

Annual Revenue	$151k
EBITDA	$68k
Revenue Growth (YoY)	4.0%
Year Founded	2004
Employees	4

Reason for Selling

Multi-generational family business - third generation selling

Documents Available in Data Room

Financial Statements

Operational Documents

Tax Returns

Marketing Materials