Financial Services
FL
Financial summary
Comparable pricing
Limited comparables for this listing. No reliable benchmark yet.
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
Linked page lives on the broker site, not on OpenAcquisitions.
Key points
Business description
This insurance agency specializes in Maritime and Commercial Insurance policies. Approximately 65% of the policies are of Maritime related insurance policies. The agency also does commercial and a smaller amount of Auto (abt 10%). Maritime book is strong, consisting of high valued yachts and boats. Business has excellent carrier appointments and work with top Brokers. Seller is the sole producer for the agency. The retention rate is very strong for this line (90%). Great book to cross sell other personal lines. Seller will stay on, and train a new buyer as needed and would even stay on to write new business as a part time agent. Most of clients are from the South Florida area. Diversify your book or expand!!<br /> <br /><br /> Great opportunity to cross sell other insurance and financial products.<br /><br /> https://tworld.com/locations/Florida/portstlucie/listings/Back-on-the-Market-Profitable-Specialty-Insurance-Agency
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