Under Contract
UNDER CONTRACT: Insurance Consulting! 80% Recurring Revenue!
Property and casualty insurance consulting in Monmouth County, NJ
On NextCompany since August 30, 2026 (45 days)
NJ areaEstablished 1994
Business overview
This insurance consulting office operates in Monmouth County, NJ. It focuses on property and casualty insurance. Monthly retainers from 51 clients produce 80% recurring revenue. The business has operated since 1994.
Gross revenue is $788,299. Cash flow is $731,000. The asking price is $2,500,000. Retiring owners will stay up to 2 years to support a transition.
Who is a good fit for this business
- Owner-operators who can work full time in New Jersey or New York.
- Buyers seeking a property and casualty practice with 80% recurring retainer revenue.
- Buyers who can use SBA 7(a) financing for 90% of the $2,500,000 asking price.
- Buyers who want the owners to stay up to 2 years for a transition.
Details
- Reason for selling
- Retirement
Frequently Asked Questions
This office consults on property and casualty insurance in Monmouth County, NJ. It bills the insured rather than insurance companies. Monthly retainers from 51 clients produce 80% recurring revenue. Most clients work in real estate and have stayed more than 10 years.
The asking price is $2,500,000. Gross revenue is $788,299. Cash flow is $731,000 in seller discretionary earnings. Minimal overhead sends over 90% of revenue to the bottom line.
The listing does not include seller financing. Buyers can use SBA 7(a) financing for 90% of the purchase price. The stated down payment is $265,000.
The owners are selling for retirement. They will stay up to 2 years to support a transition.
A buyer must work full time in New Jersey or New York. Clients and sellers are based there. The work involves substantial in-person interaction. The business is not relocatable.