Insurance New York, NY 13 employees

Independent Commercial Insurance Agency

Independent P&C agency serving New York commercial and residential clients

About This Business

Independent property and casualty insurance agency writing commercial lines, BOP, general liability, and workers' comp. Carrier appointments with 17 carriers. Strong commercial client base with high retention. Established referral network and direct billing operation.

Key Highlights

17 carrier appointments

Commercial and residential book

High client retention over 8+ years

Direct billing and established referral network

Financial Overview

Annual Revenue	$2.8M
EBITDA	$1.3M
Revenue Growth (YoY)	5.0%
Year Founded	2018
Employees	13

Reason for Selling

Principals pursuing strategic alternatives

Documents Available in Data Room

Tax Returns

Operational Documents