Insurance Washington, DC 14 employees

Independent Property and Casualty Insurance Agency

Independent P&C agency serving Washington 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 10 carriers. Strong commercial client base with high retention. Established referral network and direct billing operation.

Key Highlights
10 carrier appointments
Commercial and residential book
High client retention over 13+ years
Direct billing and established referral network
Financial Overview
Annual Revenue$1.8M
EBITDA$683k
Revenue Growth (YoY)6.0%
Year Founded2013
Employees14
Reason for Selling

Principals pursuing strategic alternatives

Documents Available in Data Room
Operational Documents
Tax Returns
Other Documents
Financial Statements
Asking Price
$4.4M

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