Financial Services
NM
Financial summary
Comparable pricing
100% below marketComparable Financial Services businesses sell at a median of 3.1x SDE, based on several listings. This one asks 0.0x, about 100% below that median. At the comparable median it would price ~$1.0M.Methodology refines over time.Comparable Financial Services businesses sell around $1.0M vs this $1 ask.
Methodology refines over time.
SBA financeability
Businesses in finance & insurance are commonly SBA-financed. The figures below are the industry-category norm from SBA 7(a)/504 lending, a gauge of how financeable a deal like this tends to be.
Finance & Insurance benchmarks
Typical SBA leverage
72%
Industry charge-off
1.1%
Common term
10 yr
Median loan
$239,300
Active lenders in this category: Live Oak Banking Company, The Huntington National Bank, U.S. Bank, National Association.
Based on 6,841 SBA loans · source: SBA 7(a)/504 FOIA, as of 2026Q1 · industry-category level.
Detailed information
low multiple, high SDE margin, priced below 1.5x revenue and strong SDE.
Linked page lives on the broker site, not on OpenAcquisitions.
Key points
Business description
This long-established independent insurance agency has developed a diversified production mix across personal lines P&C, commercial lines, life, health, travel, and group benefits. Office is 4,000 sqft with a low rent of $1,350. The agency’s P&C book is weighted primarily toward auto, homeowners, and dwelling fire, with additional production in commercial lines, and workers’ compensation. Direct appointments include Progressive, Safeco, Formost, Safeway. Its life and health division includes Medicare, major medical, Marketplace, dental, vision, life, and disability products, while the group benefits segment provides group health, life, dental, vision, disability, HSA/HRA, accident, critical illness, cancer, and hospital/surgical coverage. Agency utilizes EzLynx. Revenue: $766,380. AT THE SELLER’S REQUEST, THE ASKING PRICE IS NOT PUBLICLY DISCLOSED. UPON COMPLETION OF A SIGNED NDA AND SUBMISSION OF PROOF OF FUNDS, QUALIFIED BUYERS MAY RECEIVE ADDITIONAL INFORMATION AND SUBMIT THEIR HIGHEST AND BEST OFFER.
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